Jordan Wiedmayer

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

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

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2025-11-25
TX	RA	APPROVED	2025-11-25

Branch Locations

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

Organization	City	State	From	To
Equitable Advisors Llc	New York	NY	11/2023	07/2025
Clancy'S By The Sea	Ocean City	NJ	06/2014	08/2020
Butterfish	Omaha	NE	06/2021	04/2022
New Western	Philadelphia	PA	06/2022	11/2022
Cantina Feliz Fairmount	Philadelphia	PA	03/2023	11/2023
Kevin Toll Group Keller Williams Philadelphia	Conshohocken	PA	11/2022	03/2024
Wahlert Catholic High School	Dubuque	IA	08/2013	05/2017
Univerity Of Iowa	Iowa City	IA	08/2017	05/2021
Unemployed	Philadelphia	PA	05/2022	05/2022
Unemployed	Philadelphia	PA	07/2025	08/2025
Fidelity Investments	Philadelphia	PA	09/2025	Present

11/2023 → 07/2025

Equitable Advisors Llc

New York, NY
06/2014 → 08/2020

Clancy'S By The Sea

Ocean City, NJ
06/2021 → 04/2022

Butterfish

Omaha, NE
06/2022 → 11/2022

New Western

Philadelphia, PA
03/2023 → 11/2023

Cantina Feliz Fairmount

Philadelphia, PA
11/2022 → 03/2024

Kevin Toll Group Keller Williams Philadelphia

Conshohocken, PA
08/2013 → 05/2017

Wahlert Catholic High School

Dubuque, IA
08/2017 → 05/2021

Univerity Of Iowa

Iowa City, IA
05/2022 → 05/2022

Unemployed

Philadelphia, PA
07/2025 → 08/2025

Unemployed

Philadelphia, PA
09/2025 → Present

Fidelity Investments

Philadelphia, PA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-03-14