Jordan
Tuss

Strategic Advisers LLC

CRD#7733366
Investment Advisor
in Latonia, KY

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Jordan Tuss is a financial advisor based in Latonia, Kentucky, working with Strategic Advisers LLC. Jordan has previously held positions at organizations including Fidelity Investments, Cincinnati Usa Regional Chamber Of Commerce, Wave Pool Corp, Over The Rhine Chamber Of Commerce, Ish Festival, Cindependent Film Festival - Reels On Wheels, Cincinnati Contemporary Arts Center, Digitalcrafts, Open Bootcamp, Codeop, Brown Bear Bakery, White Whale Tattoo, Kroger Co, The Ohio State University, The Sleepy Bee, The Hi-Mark, A Tavola, Create Good Sinks, Money Chicken, and Linford Detweiler and Nowhere Else Festival. Jordan has passed the Series 66 regulatory exam and is registered to provide services in Kentucky, Ohio, and Texas. Currently, Jordan is part of Strategic Advisers LLC, which operates out of Latonia, Kentucky. The firm has 240 offices and 16,291 employees. Strategic Advisers LLC manages assets totaling $1.1 trillion and serves charitable organizations and high-net-worth individuals. The firm offers services such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, selection of other advisers, educational seminars, and other services. The fee structure at Strategic Advisers LLC includes asset-based, fixed, and other fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

100 Howe Drive
Latonia, KY 41015-5000

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Strategic Advisers LLC Brokerage Details

Total Assets Under Management

$1,067,664,605,590

KY Average: $16,012,751,954
Total Number of Employees

16,291

KY Average: 118
Total Number of Accounts

2,486,631

KY Average: 4,567
Average Account Size

$429,362

KY Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Jordan Tuss Work History

2025 - Present (0 year)

Fidelity Investments

2023 - Present (2 years)

Fidelity Investments

2023 - 2023 (< 1 year)

Open Bootcamp

2022 - 2022 (< 1 year)

Cincinnati Usa Regional Chamber Of Commerce

2022 - 2022 (< 1 year)

Over The Rhine Chamber Of Commerce

2022 - 2022 (< 1 year)

Digitalcrafts

2022 - 2022 (< 1 year)

Codeop

2021 - 2022 (1 year)

Wave Pool Corp

2021 - 2021 (< 1 year)

Ish Festival

2021 - 2021 (< 1 year)

Over The Rhine Chamber Of Commerce

2021 - 2021 (< 1 year)

Cindependent Film Festival - Reels On Wheels

2021 - 2021 (< 1 year)

Cincinnati Contemporary Arts Center

2019 - 2020 (1 year)

Brown Bear Bakery

2019 - 2020 (1 year)

White Whale Tattoo

2019 - 2020 (1 year)

Linford Detweiler

2019 - 2019 (< 1 year)

Nowhere Else Festival

2018 - 2018 (< 1 year)

Money Chicken

2017 - 2017 (< 1 year)

The Ohio State University

2017 - 2017 (< 1 year)

The Sleepy Bee

2017 - 2017 (< 1 year)

The Hi-Mark

2017 - 2018 (1 year)

A Tavola

2017 - 2018 (1 year)

Create Good Sinks

2015 - 2016 (1 year)

Kroger Co

Disclosures

Please visit the SEC profile of Jordan Tuss to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Strategic Advisers LLC

David Hoxer
Bountiful, UT
Sarah Huckins
Portland, ME
Victoria Bonadio
Fort Lauderdale, FL
Logan Doane
Cincinnati, OH
Connor Dionisopoulos
Broadview Heights, OH
Hampe Farmer
Birmingham, AL
Joseph Boggio
Midlothian, VA
Ryan Honken
Hopkins, MN

The data in this profile was pulled by SmartAsset on 6/4/2025. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started