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Ernest Lino Jordan

Stonex Advisors Inc.

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About Ernest Lino Jordan

Ernest Lino Jordan is a financial advisor with Stonex Advisors Inc. based in Birmingham, Alabama. Ernest has been in the financial services industry since 1987. Ernest is registered with the Securities and Exchange Commission as an investment advisor representative and has a Series 63 and Series 65 license. Ernest is also a Registered Principal in Alabama. Ernest has been with Stonex Advisors Inc. since 2017. Prior to that, Ernest was employed by First Allied Securities, Inc., ING Financial Advisors, LLC, ING Financial Partners, Inc., MetLife Securities Inc., PlanMember Securities Corporation, Symetra Investment Services, Inc., VALIC Financial Advisors, Inc., The Variable Annuity Marketing Company, Copeland Equities, Inc., Lincoln Financial Advisors Corporation, and The Lincoln National Life Insurance Company. Ernest Jordan provides financial planning, portfolio management, and other services to individuals, corporations, and charitable organizations.

Firm Information

Ernest Jordan is currently registered with Stonex Advisors Inc.. Stonex Advisors Inc. is a Registered Investment Advisor (RIA) based in Birmingham, Alabama with a strong national presence. They provide financial planning and consulting services to individuals, businesses, and charitable organizations. Stonex manages over $4.5 billion in assets, with a dedicated team of over 200 licensed agents, investment advisor representatives, and registered representatives.
Stonex Advisors Inc.

2 PERIMETER PARK SOUTH

BIRMINGHAM, AL 35243

$4.52B

Assets Under Management

48

Total Clients

241

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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financial consulting services

Financial consulting services

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Ernest Jordan’s Registration & Firm History

AL

10/06/2017 - Present

Stonex Advisors Inc. (Birmingham AL)

AL

08/25/2015 - 10/10/2017

FIRST ALLIED SECURITIES, INC. (BIRMINGHAM AL)

CT

06/25/2013 - 04/10/2014

ING FINANCIAL ADVISERS, LLC (WINDSOR CT)

CT

06/25/2013 - 04/10/2014

ING FINANCIAL PARTNERS, INC. (WINDSOR CT)

AL

08/12/2011 - 04/17/2013

METLIFE SECURITIES INC. (BIRMINGHAM AL)

GA

02/01/2011 - 08/08/2011

PLANMEMBER SECURITIES CORPORATION (ALPHARETTA GA)

WA

02/10/2009 - 02/01/2011

SYMETRA INVESTMENT SERVICES, INC. (BELLEVUE WA)

GA

10/02/1997 - 06/05/2007

VALIC FINANCIAL ADVISORS, INC. (ATLANTA GA)

TX

07/22/1994 - 12/31/2001

THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)

NJ

02/25/1992 - 06/28/1994

COPELAND EQUITIES, INC. (SOMERSET NJ)

IN

07/18/1989 - 03/24/1992

LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)

IN

07/18/1989 - 03/24/1992

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)

NA

01/06/1984 - 06/20/1989

THE VARIABLE ANNUITY MARKETING COMPANY

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Licenses & Designations

IA

Issued 12/09/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/16/1989

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/10/2003

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 10/22/1999

Series 24 - General Securities Principal Examination

BC

Issued 04/25/1994

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/19/1999

Series 7 - General Securities Representative Examination

BC

Issued 01/05/1984

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Ernest Lino Jordan. Review regulatory record here.
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