Granville M. Jordan
STRATEGIC ADVISERS LLC | Financial Consultant
WOODBURY, MN
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CRD#: 4278489
Professional summary
Granville Marquale Jordan, who also goes by Granville Mark Jordan, Mark Jordan, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Woodbury, Minnesota and FIDELITY BROKERAGE SERVICES LLC located in Oakdale, Minnesota.
Granville is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Granville has worked at 8 firms and has passed the Series 65, Series 66, Series 63, SIE, Series 7, Series 6, Series 10 and Series 9 exams.
Biography
Financial Planning is more than advice and returns. It's focusing on establishing a plan for you and your family, maintaining and updating that plan, and helping our customers stay on track. If my clients have gaps in their plan, it's my job to help them find ways to close that gap to and through retirement. When the time comes, helping the next generation invest the assets left to them.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Granville Mark Jordan | Mark Jordan
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
OBA-17714|OrgNmn:World Barbarian Foundation RFC|Org Addr:Tampa,Florida,US|OBA Nature:We are an rugby organization|Invst Rel:N|Title:Secretary|Duties:Recruiting and taking notes at our annual meeting|StrtDt:06-01-18|TotHrs/mon:1|TrdHrs/mon:0|OBA-17713|OrgNmn:Mews at City Walk|Org Addr:Woodbury,Minnesota,US|OBA Nature:Condo Board|Invst Rel:N|Title:VP of the Mews at City Walk|Duties:Attend quarterly meetings. Assist with setting dues and running of the property|StrtDt:03-01-10|TotHrs/mon:2|TrdHrs/mon:0|OBA-17715|OrgNmn:St. Paul Rugby Football Club|Org Addr:St. Paul,Minnesota,US|OBA Nature:Rugby Club|Invst Rel:N|Title:Financial Officer|Duties:Set the budget and manage the treasurer|StrtDt:01-22-19|TotHrs/mon:1|TrdHrs/mon:0|
CRS (Client Relationship Summary) - RIA
Click below to view Granville Marquale Jordan's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneEducation
The College of Saint Scholastic
Master of Business Administration (MBA) - International Finance
2010
The College of Saint Scholastic
Master of Arts - Organizational Development
2010
Southern Methodist University
Bachelor of Arts (BA) - Communications
1999
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 8342 3rd Street N, Oakdale, MN 55128-5439RIA
CRD#: 104555
WOODBURY, MN
Current
February 12, 2021 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 8342 3rd Street North, Oakdale, MN 55128BD
CRD#: 7784
Oakdale, MN
Past
February 19, 2021 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
OAKDALE, MN
Past
April 25, 2014 - January 26, 2021
TRANSAMERICA RETIREMENT ADVISORS, LLC
RIA
CRD#: 107319
WOODBURY, MN
Past
November 17, 2009 - January 26, 2021
TRANSAMERICA INVESTORS SECURITIES, LLC
BD
CRD#: 32205
HARRISON, NY
Past
May 28, 2009 - November 16, 2009
TD AMERITRADE, INC.
RIA
CRD#: 7870
MINNEAPOLIS, MN
Past
May 28, 2009 - November 16, 2009
TD AMERITRADE INVESTMENT MANAGEMENT, LLC
RIA
CRD#: 111514
MINNEAPOLIS, MN
Past
May 28, 2009 - November 16, 2009
TD AMERITRADE, INC.
BD
CRD#: 7870
MINNEAPOLIS, MN
Past
January 3, 2007 - February 21, 2009
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
OAKDALE, MN
Past
July 20, 2005 - August 29, 2007
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
COVINGTON, KY
Past
May 3, 2004 - January 3, 2007
FIDELITY DISTRIBUTORS COMPANY LLC
BD
CRD#: 17507
COVINGTON, KY
Past
February 5, 2002 - May 3, 2004
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
SMITHFIELD, RI
Past
September 28, 2001 - February 7, 2002
FIDELITY DISTRIBUTORS COMPANY LLC
BD
CRD#: 17507
SMITHFIELD, RI
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(9/12/2024)
RR
California(9/12/2024)
RR
Florida(9/12/2024)
RR
Illinois(9/12/2024)
RR
Indiana(9/12/2024)
RR
Iowa(9/12/2024)
RR
Massachusetts(9/12/2024)
RR
Michigan(9/12/2024)
RR
Minnesota(9/12/2024)
IAR
Minnesota(3/31/2025)
RR
Mississippi(9/12/2024)
RR
Missouri(9/12/2024)
RR
Nevada(9/12/2024)
RR
New Jersey(2/10/2025)
RR
New York(9/12/2024)
RR
Pennsylvania(9/13/2024)
RR
South Carolina(9/12/2024)
RR
South Dakota(9/12/2024)
RR
Tennessee(9/12/2024)
RR
Texas(9/12/2024)
IAR
Texas(3/31/2025)
RR
Virginia(9/12/2024)
RR
Wisconsin(9/12/2024)
Exams
State Security Law Exam
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STRATEGIC ADVISERS LLC
Financial ConsultantCRD#: 104555Woodbury, MNTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
