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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Woodridge, IL • United States

47 E Chicago Ave, Naperville, IL 60540-5325 • 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
Wilson Sporting Goods Chicago IL 05/2014 09/2016
Northwestern Mutual Life Insurance Company Milwaukee WI 10/2016 03/2019
Northwestern Mutual Investment Services Llc Naperville IL 04/2017 01/2020
Afterschool Enrichment Solutions Downers Grove IL 09/2018 03/2020
Doug Cokinis Naperville IL 03/2019 11/2019
Vincent Delack Naperville IL 03/2019 01/2020
David Johnson Naperville IL 03/2019 01/2020
Northwestern Mutual Wealth Management Company Milwaukee WI 06/2019 01/2020
Golf Galaxy Downers Grove IL 10/2019 03/2020
Michael A Brenczewski Naperville IL 01/2020 01/2020
Kevin R Earnest Naperville IL 01/2020 01/2020
Fidelity Brokerage Services Llc Naperville IL 03/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2014 → 09/2016
    Wilson Sporting Goods
    Chicago, IL
  • 10/2016 → 03/2019
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 04/2017 → 01/2020
    Northwestern Mutual Investment Services Llc
    Naperville, IL
  • 09/2018 → 03/2020
    Afterschool Enrichment Solutions
    Downers Grove, IL
  • 03/2019 → 11/2019
    Doug Cokinis
    Naperville, IL
  • 03/2019 → 01/2020
    Vincent Delack
    Naperville, IL
  • 03/2019 → 01/2020
    David Johnson
    Naperville, IL
  • 06/2019 → 01/2020
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
  • 10/2019 → 03/2020
    Golf Galaxy
    Downers Grove, IL
  • 01/2020 → 01/2020
    Michael A Brenczewski
    Naperville, IL
  • 01/2020 → 01/2020
    Kevin R Earnest
    Naperville, IL
  • 03/2020 → Present
    Fidelity Brokerage Services Llc
    Naperville, IL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-09-03 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Naperville, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-08-14
S63 Uniform Securities Agent State Law Examination 2017-08-08
  • S66 Uniform Combined State Law Examination
    2020-08-14
  • S63 Uniform Securities Agent State Law Examination
    2017-08-08
Other Names
  • Jordan Twidell
  • Jordan Twidell
  • Jordan Allen Twidell

View on SEC IAPD

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