Courtney Wolf

CRD 6060924 · Fidelity Brokerage Services LLC · Fairlawn, OH

IA RegisteredBroker

Also appears in the source record as: Courtney N Jordan; Courtney Nicole Jordan; Courtney Jordan

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (3): SIESeries 7Series 66
Registered states (12): Arizona · California · Florida · Georgia · Illinois · Michigan · New Jersey · New York · North Carolina · Ohio · Pennsylvania · Texas
Years in the industry (source record): 13
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: Fidelity Brokerage Services LLC
Firm CRD: 7784
SEC number: Not yet retrieved from the source record
Assets under management: Not yet retrieved from the source record
Website: Not yet retrieved from the source record
Phone: Not yet retrieved from the source record
Firm location: Not yet retrieved from the source record

Employment history (7)

From the source registration record · current first

Strategic Advisers LLCCurrent
Fairlawn, OH · IA capacity

start not retrieved → present
Fidelity Brokerage Services LLCCurrent
Fairlawn, OH · BC capacity

start not retrieved → present
Fidelity Personal And Workplace Advisors
Fairlawn, OH · IA capacity

Jan 11, 2022 → Mar 31, 2025
J.P. Morgan Securities LLC
Painesville, OH · IA capacity

Aug 12, 2013 → Oct 23, 2021
J.P. Morgan Securities LLC
Painesville, OH · BC capacity

Aug 12, 2013 → Oct 23, 2021
Axa Advisors, LLC
Akron, OH · IA capacity

Nov 30, 2012 → Apr 25, 2013
Axa Advisors, LLC
Akron, OH · BC capacity

Jun 29, 2012 → Apr 25, 2013

Source & corrections

Where this page comes from

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SEC IAPD record for CRD 6060924 ↗ FINRA BrokerCheck record for CRD 6060924 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: BROKERCHECK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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