Jordan T Mock
Investment adviser representative at Strategic Advisers LLC
8 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
8 years in the industry.
- Strategic Advisers LLCJun 2025 to now
- Fidelity InvestmentsJun 2023 to now
- UnemployedMay 2023 to Jun 2023
- Fidelity InvestmentsJul 2021 to May 2023
- Empire LogisticsJun 2020 to Jul 2021
- DhlMay 2020 to Jun 2020
- Horan AssociatesDec 2019 to Apr 2020
- Skyline ChiliSep 2017 to Jul 2021
- University of CincinnatiAug 2017 to Dec 2020
- Miami UniversityAug 2016 to May 2017
- Jack's Pets/ Pet ValuAug 2015 to Sep 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (IN, 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
- 7413137
- Firm CRD
- 104555