Jonathan E. Bordeman
STRATEGIC ADVISERS LLC | Financial Consultant
FORT COLLINS, CO 80525-2654
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CRD#: 7038219
Professional summary
Jonathan Edward Bordeman, CFP®, who also goes by Jonathan Bordeman, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Fort Collins, Colorado and FIDELITY BROKERAGE SERVICES LLC located in Fort Collins, Colorado.
Jonathan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2021. Jonathan has worked at 3 firms and has passed the Series 65, Series 63, Series 7TO and SIE exams.
Biography
I believe one of the biggest influences in living a fulfilling life is finding financial peace of mind. As this looks different for each individual, I take the time to ensure I have a sound understanding of my client's circumstances today and goals in the future. I believe investment planning, tax planning, and estate planning are three essentials in building a financial plan. As we build this plan together you will receive professionalism, respect, and honesty from myself and team.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jonathan Bordeman
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 Jonathan Edward Bordeman'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
Colorado State University
Bachelor of Business Administration - Finance- Investment Analysis & Corporate Finance
2018
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #1: 3100 S. College Ave Suite 110, Fort Collins, CO 80525-2654RIA
CRD#: 104555
FORT COLLINS, CO
Current
March 7, 2019 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 3100 S. College Ave. Suite 110, Fort Collins, CO 80525BD
CRD#: 7784
FORT COLLINS, CO
Past
March 27, 2021 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
BROOMFIELD, CO
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(1/12/2021)
RR
Alaska(1/12/2021)
RR
Arizona(1/12/2021)
RR
Arkansas(1/12/2021)
RR
California(1/12/2021)
RR
Colorado(4/12/2019)
IAR
Colorado(3/31/2025)
RR
Connecticut(1/12/2021)
RR
Delaware(1/12/2021)
RR
District of Columbia(1/12/2021)
RR
Florida(1/12/2021)
RR
Georgia(1/12/2021)
RR
Hawaii(1/12/2021)
RR
Idaho(1/12/2021)
RR
Illinois(1/12/2021)
RR
Indiana(1/12/2021)
RR
Iowa(1/12/2021)
RR
Kansas(1/12/2021)
RR
Kentucky(1/12/2021)
RR
Louisiana(1/12/2021)
RR
Maine(1/12/2021)
RR
Maryland(1/12/2021)
RR
Massachusetts(1/12/2021)
RR
Michigan(1/12/2021)
RR
Minnesota(1/12/2021)
RR
Mississippi(1/12/2021)
RR
Missouri(1/12/2021)
RR
Montana(1/12/2021)
RR
Nebraska(1/12/2021)
RR
Nevada(1/12/2021)
RR
New Hampshire(1/12/2021)
RR
New Jersey(1/12/2021)
RR
New Mexico(1/12/2021)
RR
New York(1/12/2021)
RR
North Carolina(1/12/2021)
RR
North Dakota(1/12/2021)
RR
Ohio(1/13/2021)
RR
Oklahoma(1/12/2021)
RR
Oregon(1/12/2021)
RR
Pennsylvania(1/12/2021)
RR
Puerto Rico(1/12/2021)
RR
Rhode Island(1/12/2021)
RR
South Carolina(1/12/2021)
RR
South Dakota(1/12/2021)
RR
Tennessee(1/12/2021)
RR
Texas(1/12/2021)
IAR
Texas(3/31/2025)
RR
Utah(1/12/2021)
RR
Vermont(1/12/2021)
RR
Virgin Islands(1/12/2021)
RR
Virginia(1/12/2021)
RR
Washington(1/12/2021)
RR
West Virginia(1/12/2021)
RR
Wisconsin(1/12/2021)
RR
Wyoming(6/13/2019)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 3/7/2019
General Securities Representative ExaminationGeneral 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#: 104555Fort Collins, CO 80525-2654TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
