Jordan Burgess has been President, Director of Fidelity Institutional Wealth Adviser since May 2025, is a control person of the firm and directly owns under 5% of it.
Fidelity Institutional Wealth Adviser LLC is a Boston, MA firm with $9.38B under management, 65,862 clients and 101 advisers across 12 offices, as of its March 2026 filing.
No adviser firm registrations are on Jordan Burgess’s record.
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 99TO | Operations Professional Examination | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 14 April 1997 |
| Series 7 | General Securities Representative Examination | 28 July 1993 |
| Series 63 | Uniform Securities Agent State Law Examination | 15 October 1992 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 16 September 1992 |
- Name
- Operations Professional Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Jordan J Burgess
- CRD
- 2276739
- Firm
- Fidelity Institutional Wealth Adviser · CRD 301896
- Role
- President, Director
- Registration
- Broker registration; no current adviser registration
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Jordan Burgess work?
Jordan Burgess has been President, Director of Fidelity Institutional Wealth Adviser LLC since May 2025, and is a control person of the firm.
Does Jordan Burgess have a current investment-adviser registration?
Jordan Burgess has a current broker registration and no current investment-adviser registration.
What exams has Jordan Burgess passed?
Jordan Burgess has passed 5 licensing exams: the Series 6, Series 63, Series 7, Series 24 and Series 99TO. The earliest, the Series 6, was passed in September 1992. FINRA credited Jordan Burgess with the SIE, which began in October 2018.
Is Jordan Burgess registered with FINRA?
Yes. Jordan Burgess has a current broker registration, under CRD 2276739.
Source: FINRA BrokerCheck
How can I verify Jordan Burgess’ record?
Search CRD 2276739 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Jordan Burgess’ full registration record.