Jordan C. Merlino
STRATEGIC ADVISERS LLC | Financial Consultant
HANSVILLE, WA
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CRD#: 7082423
Professional summary
Jordan Cossaboon Merlino, who also goes by Jordan Cossaboon Merlino, Jordan C Merlino, Jordan Cossaboon Newton, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Hansville, Washington and FIDELITY BROKERAGE SERVICES LLC located in Seattle, Washington.
Jordan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2019. Jordan has worked at 5 firms and has passed the Series 66, Series 7TO and SIE exams.
Biography
My role is to help you make the most of what Fidelity has to offer. I work with my clients by building a trusting relationship founded on collaboration and open communication. Financial planning isn't just about setting goals for your money, but designing a road map that will give you confidence through all of life's hurdles and detours. Together with you, I strive to illuminate a clear pathway toward your dreams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jordan Cossaboon Merlino | Jordan C Merlino | Jordan Cossaboon Newton
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-17956|OrgNmn:Seventh & Central Weddings and Events LLC|Org Addr:Hansville,Washington,US|OBA Nature:Wedding and Event Planning|Invst Rel:N|Title:Owner|Duties:Business owner. Planning, consulting, and officiating weddings.|StrtDt:10-01-15|TotHrs/mon:60|TrdHrs/mon:0|
CRS (Client Relationship Summary) - RIA
Click below to view Jordan Cossaboon Merlino'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
Thomas Edison State College
Bachelor of Business Administration - Finance
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 1518 6th Ave, Seattle, WA 98101-1706RIA
CRD#: 104555
HANSVILLE, WA
Current
February 17, 2021 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 1518 6th Ave, Seattle, WA 98101BD
CRD#: 7784
Seattle, WA
Past
February 24, 2021 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
SEATTLE, WA
Past
October 24, 2019 - December 31, 2020
TD AMERITRADE INVESTMENT MANAGEMENT, LLC
RIA
CRD#: 111514
Seattle, WA
Past
October 24, 2019 - January 11, 2021
TD AMERITRADE, INC.
RIA
CRD#: 7870
SEATTLE, WA
Past
October 7, 2019 - January 11, 2021
TD AMERITRADE, INC.
BD
CRD#: 7870
SEATTLE, WA
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
Alaska(2/17/2021)
RR
Arizona(8/13/2021)
RR
California(2/17/2021)
RR
Colorado(6/24/2025)
RR
District of Columbia(6/10/2025)
RR
Georgia(3/4/2022)
RR
Hawaii(7/21/2023)
RR
Idaho(2/17/2021)
RR
Illinois(7/8/2022)
RR
Indiana(9/9/2022)
RR
Kansas(1/31/2024)
RR
Mississippi(11/28/2023)
RR
Montana(2/17/2021)
RR
Nebraska(10/28/2024)
RR
New Jersey(10/27/2022)
RR
New York(6/4/2021)
RR
North Carolina(9/12/2024)
RR
Oregon(2/17/2021)
RR
Pennsylvania(8/9/2022)
RR
Texas(10/8/2021)
IAR
Texas(3/31/2025)
RR
Washington(2/17/2021)
IAR
Washington(3/31/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 10/7/2019
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
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#: 104555Hansville, WATRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
