Jordan P. Woodcox
STRATEGIC ADVISERS LLC | Financial Consultant
SARATOGA SPRINGS, UT
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CRD#: 6602402
Professional summary
Jordan Paul Woodcox, CFP®, who also goes by Jordan Woodcox, Jordan P Woodcox, Jordan Paul Woodcox, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Saratoga Springs, Utah and FIDELITY BROKERAGE SERVICES LLC located in Salt Lake City, Utah.
Jordan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2016. Jordan has worked at 5 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Biography
As a financial professional, I assist clients in navigating challenging market conditions while helping them develop, implement, and maintain disciplined financial plans and behaviors. I am passionate about helping investors work toward their unique financial goals while delivering an excellent client experience as their dedicated financial consultant.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jordan Woodcox | Jordan P Woodcox | Jordan Paul Woodcox
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Jordan Paul Woodcox'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®
Education
Utah Valley University
Bachelor of Science (BS) - Personal Financial Planning
2017
Utah Valley University
Associate of Science - University Studies
2014
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 49 North 400 West, Salt Lake City, UT 84101RIA
CRD#: 104555
SARATOGA SPRINGS, UT
Current
November 2, 2021 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 49 North 400 West, Salt Lake City, UT 84101BD
CRD#: 7784
Salt Lake City, UT
Past
November 8, 2021 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
AMERICAN FORK, UT
Past
August 25, 2017 - November 10, 2021
VANGUARD ADVISERS, INC.
RIA
CRD#: 106715
Scottsdale, AZ
Past
August 10, 2017 - November 10, 2021
VANGUARD MARKETING CORPORATION
BD
CRD#: 7452
SCOTTSDALE, AZ
Past
February 19, 2016 - May 12, 2017
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
AMERICAN FORK, UT
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
Alabama(11/2/2021)
RR
Alaska(11/2/2021)
RR
Arizona(11/2/2021)
RR
Arkansas(11/2/2021)
RR
California(11/2/2021)
RR
Colorado(11/2/2021)
RR
Connecticut(11/2/2021)
RR
Delaware(11/2/2021)
RR
District of Columbia(11/2/2021)
RR
Florida(11/2/2021)
RR
Georgia(11/2/2021)
RR
Hawaii(11/2/2021)
RR
Idaho(11/2/2021)
RR
Illinois(11/2/2021)
RR
Indiana(11/2/2021)
RR
Iowa(11/2/2021)
RR
Kansas(11/2/2021)
RR
Kentucky(11/2/2021)
RR
Louisiana(11/2/2021)
RR
Maine(11/2/2021)
RR
Maryland(11/2/2021)
RR
Massachusetts(11/2/2021)
RR
Michigan(11/2/2021)
RR
Minnesota(11/2/2021)
RR
Mississippi(11/2/2021)
RR
Missouri(11/2/2021)
RR
Montana(11/2/2021)
RR
Nebraska(11/2/2021)
RR
Nevada(11/2/2021)
RR
New Hampshire(11/2/2021)
RR
New Jersey(11/2/2021)
RR
New Mexico(11/2/2021)
RR
New York(11/2/2021)
RR
North Carolina(11/2/2021)
RR
North Dakota(11/2/2021)
RR
Ohio(11/3/2021)
RR
Oklahoma(11/2/2021)
RR
Oregon(11/2/2021)
RR
Pennsylvania(11/2/2021)
RR
Puerto Rico(11/2/2021)
RR
Rhode Island(11/2/2021)
RR
South Carolina(11/2/2021)
RR
South Dakota(11/2/2021)
RR
Tennessee(11/2/2021)
RR
Texas(11/2/2021)
IAR
Texas(3/31/2025)
RR
Utah(11/2/2021)
IAR
Utah(3/31/2025)
RR
Vermont(11/2/2021)
RR
Virgin Islands(11/2/2021)
RR
Virginia(11/2/2021)
RR
Washington(11/2/2021)
RR
West Virginia(11/2/2021)
RR
Wisconsin(11/2/2021)
RR
Wyoming(11/2/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product 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
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STRATEGIC ADVISERS LLC
Financial ConsultantCRD#: 104555Saratoga Springs, UTTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
