Jordan Pedron, financial advisor Alpharetta GA
90 score

Jordan Pedron

CRD Number: 5946698
Current Firm: Strategic Advisers, Inc.

Jordan Pedron (CRD# 5946698) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Alpharetta, GA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Brokerage Services, LLC Alpharetta, GA Jun 2014 - Current 2
Northwestern Mutual Wealth Management Company Milwaukee, WI Dec 2013 - May 2014 < 1
Northwestern Mutual Investment Services, LLC Atlanta, GA Oct 2013 - May 2014 < 1
F Mackey Schneider Atlanta, GA Oct 2013 - May 2014 < 1
F Mackey Schneider Atlanta, GA Sep 2013 - Oct 2013 < 1
Bank Of America, N.a. Atlanta, GA Nov 2011 - Sep 2013 1
Merrill Lynch Atlanta, GA Jun 2011 - Sep 2013 2
University Of Memphis Memphis, TN Aug 2009 - May 2011 1
University Of Memphis Memphis, TN Sep 2010 - Dec 2010 < 1
University Of Mississippi Oxford, MS Aug 2005 - Jun 2009 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2011
Contact Info for Jordan M. Pedron
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • GA
  • TX
By the Numbers
  • Total Assets Under Management
    236,390
    MILLIONS
  • Total Number of Accounts
    619,100
    ACCOUNTS
  • Average Account Value
    $381,828
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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