Jordan Collette
Investment adviser representative at Strategic Advisers LLC
11 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsMar 2025 to now
- Fidelity Brokerage Services LLCFeb 2024 to now
- UnemploymentDec 2023 to Feb 2024
- Hudson Memorial SchoolAug 2023 to Nov 2023
- UnemployedDec 2022 to Aug 2023
- Bedford High SchoolOct 2022 to Dec 2022
- UnemployedJul 2022 to Oct 2022
- America's Back OffiJun 2021 to Jul 2022
- Genius SisNov 2018 to Jun 2021
- ClearlinkSep 2018 to Nov 2018
- UnemployedSep 2017 to Sep 2018
- Fidelity Brokerage Services LLCJan 2017 to Sep 2017
- Fidelity Brokerage Services LLCJun 2015 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (NH, TX).
Strategic Advisers LLC
$1.4TAssets managed
2,401,763Clients
17,021Advisers
49 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6520229
- Firm CRD
- 104555