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Jordan Stiner

Strategic Advisers LLC

Euless, TX

Westlake, TX

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Euless, TX • United States

One Destiny Way, Westlake, TX 76262-8103 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Nylife Securities Llc Frisco TX 12/2021 10/2022
New York Life Insurance Comapny Frisco TX 03/2021 10/2022
55Nolimit Llc Lewisville TX 04/2020 03/2021
Tim Gibbs State Farm Cedar Hill TX 04/2017 04/2020
Unt Denton TX 08/2013 08/2017
Eagle Strategies Llc Frisco TX 03/2022 10/2022
Chambers Bay Insurance University Place WA 04/2021 09/2023
Fidelity Investments Westlake TX 09/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 12/2021 → 10/2022
    Nylife Securities Llc
    Frisco, TX
  • 03/2021 → 10/2022
    New York Life Insurance Comapny
    Frisco, TX
  • 04/2020 → 03/2021
    55Nolimit Llc
    Lewisville, TX
  • 04/2017 → 04/2020
    Tim Gibbs State Farm
    Cedar Hill, TX
  • 08/2013 → 08/2017
    Unt
    Denton, TX
  • 03/2022 → 10/2022
    Eagle Strategies Llc
    Frisco, TX
  • 04/2021 → 09/2023
    Chambers Bay Insurance
    University Place, WA
  • 09/2023 → Present
    Fidelity Investments
    Westlake, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-09-22 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
  • 2022-03-17 → 2022-10-31
    Eagle Strategies Llc
    Frisco, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-03-07
S63 Uniform Securities Agent State Law Examination 2022-01-28
  • S66 Uniform Combined State Law Examination
    2022-03-07
  • S63 Uniform Securities Agent State Law Examination
    2022-01-28

View on SEC IAPD

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