Unclaimed
Brett Jordan is a registered representative and investment advisor representative with Russell Investments Implementation Services, LLC. Brett has been in the financial services industry since 2018 and is licensed to provide investment advice and securities products in the state of Washington. Brett holds the Series 7 and SIE licenses and is currently located at the firm's branch office in Seattle, Washington.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Execution services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
% of revenue/intracompany agrmts
1
2
WA
04/24/2018 - Present
Russell Investments Implementation Services, LLC (SEATTLE WA)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Brett Jordan is the right advisor for you? Invested Better is here to help.