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Jordan Olson

Strategic Advisers LLC

Cincinnati, OH

Covington, KY

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2025-11-24
OH RA APPROVED 2025-11-24
TX RA APPROVED 2025-11-24
  • KY RA
    APPROVED
    Since 2025-11-24
  • OH RA
    APPROVED
    Since 2025-11-24
  • TX RA
    APPROVED
    Since 2025-11-24

Branch Locations

Cincinnati, OH • United States

100 Howe Drive, Covington, KY 41015-5000 • 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
Constructconnect Cincinnati OH 09/2019 11/2020
Western Southern Life West Chester OH 09/2024 03/2025
Fifth Third Bank Cincinnati OH 09/2021 06/2024
Fidelity Investments Covington KY 04/2025 Present
Jumpcrew Memphis TN 12/2020 08/2021
Unemployed Cincinnati OH 06/2024 09/2024
W&S Brokerage Services, Inc. West Chester OH 09/2024 03/2025
Enterprise Rent A Car Cincinnati OH 07/2015 08/2019
Fifth Third Securities Cincinnati OH 08/2023 12/2023
  • 09/2019 → 11/2020
    Constructconnect
    Cincinnati, OH
  • 09/2024 → 03/2025
    Western Southern Life
    West Chester, OH
  • 09/2021 → 06/2024
    Fifth Third Bank
    Cincinnati, OH
  • 04/2025 → Present
    Fidelity Investments
    Covington, KY
  • 12/2020 → 08/2021
    Jumpcrew
    Memphis, TN
  • 06/2024 → 09/2024
    Unemployed
    Cincinnati, OH
  • 09/2024 → 03/2025
    W&S Brokerage Services, Inc.
    West Chester, OH
  • 07/2015 → 08/2019
    Enterprise Rent A Car
    Cincinnati, OH
  • 08/2023 → 12/2023
    Fifth Third Securities
    Cincinnati, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-22
S63 Uniform Securities Agent State Law Examination 2024-12-23
  • S66 Uniform Combined State Law Examination
    2025-10-22
  • S63 Uniform Securities Agent State Law Examination
    2024-12-23

View on SEC IAPD

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