Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Jordan is an investment advisor representative with Carson Wealth Management Group, based in Watkinsville, GA. He has been in the industry since January 21, 2018 and has been with CWM, LLC since August 2016. Andrew is registered as a financial advisor in the state of Georgia and holds the Series 63, Series 7 and SIE licenses. He specializes in providing financial planning, portfolio management and investment advisory services. Andrew has also worked at Allgood Financial Advisory since October 2013.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Sub-advisory services for other investment advisory firms
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitor fees from other investment advisors
1
2
GA
01/22/2018 - Present
CWM, LLC (Watkinsville GA)
BC
Issued 09/14/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Andrew Jordan is the right advisor for you? Invested Better is here to help.
