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JORDAN COSSABOON MERLINO
Jordan C Merlino, Jordan Cossaboon Newton
CRD#: 7082423
IA
Investment Adviser
B
Broker
FIDELITY PERSONAL AND WORKPLACE ADVISORSCRD#: 288590 1518 6TH AVE
SEATTLE, WA 98101
FIDELITY BROKERAGE SERVICES LLCCRD#: 7784 1518 6TH AVE
SEATTLE, WA 98101
Registration History
201920202021202220232024202520262 FIRMS2019 - 2021 (1 year)2 FIRMS2021 - Present (4 years)IATD AMERITRADE INVESTMENT MANAG... (CRD# 111514)2019 - 2020 (1 year)
License(s)

State Registrations

B
Alaska 2/17/2021

B
Nebraska 10/28/2024

B
Arizona 8/13/2021

B
New Jersey 10/27/2022

B
California 2/17/2021

B
New York 6/4/2021

B
Georgia 3/4/2022

B
North Carolina 9/12/2024

B
Hawaii 7/21/2023

B
Oregon 2/17/2021

B
Idaho 2/17/2021

B
Pennsylvania 8/9/2022

B
Illinois 7/8/2022

B
Texas 10/8/2021

B
Indiana 9/9/2022

IA
Texas 3/7/2022

B
Kansas 1/31/2024

B
Washington 2/17/2021

B
Mississippi 11/28/2023

IA
Washington 2/24/2021

B
Montana 2/17/2021

SRO Registrations

B
FINRA

B
New York Stock Exchange

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
FIDELITY PERSONAL AND WORKPLACE ADVISORS (CRD#:288590)
1518 6TH AVE, SEATTLE, WA 98101
Registered with this firm since 2/24/2021

B
FIDELITY BROKERAGE SERVICES LLC (CRD#:7784)
1518 6TH AVE, SEATTLE, WA 98101
HANSVILLE, WA
Registered with this firm since 2/17/2021

Previous Registration(s)
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IA
10/24/2019 - 01/11/2021 TD AMERITRADE, INC. (CRD#:7870) SEATTLE, WA
B
10/07/2019 - 01/11/2021 TD AMERITRADE, INC. (CRD#:7870) SEATTLE, WA
IA
10/24/2019 - 12/31/2020 TD AMERITRADE INVESTMENT MANAGEMENT, LLC (CRD#:111514) Seattle, WA
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B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.