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Jacqueline Ruth Jordan

Northern Trust Securities, Inc.

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About Jacqueline Ruth Jordan

Jacqueline Jordan is a financial professional with over 13 years of experience in the financial services industry. Jacqueline holds FINRA Series 7, 7TO, and 63 licenses, as well as the SIE exam. Jacqueline is currently registered with Northern Trust Securities, Inc., in Chicago, Illinois and has been with the firm since November 2023. Prior to joining Northern Trust Securities, Inc., Jacqueline worked at Goldman Sachs & Co. LLC in New York, New York. Jacqueline is also registered in Florida, Georgia and Illinois and provides investment advisory services to individuals, corporations, partnerships, and charitable organizations. Jacqueline specializes in financial planning and portfolio management.

Firm Information

Jacqueline Jordan is currently registered with Northern Trust Securities, Inc.. Northern Trust Securities, Inc. is a corporation headquartered in Chicago, IL, formed in 1979. The firm provides portfolio management services for individuals, businesses, and pooled investment vehicles. They also offer selection of other advisers. Northern Trust Securities, Inc. is registered with the SEC and in 53 states. They manage approximately $1,026,259,255 in regulatory assets.
Northern Trust Securities, Inc.

333 S. WABASH AVENUE

CHICAGO, IL 60604

$1.03B

Assets Under Management

2,110

Total Clients

282

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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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.

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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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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Jacqueline Jordan’s Registration & Firm History

IL

11/09/2023 - Present

Northern Trust Securities, Inc. (CHICAGO IL)

NY

08/30/2010 - 02/22/2018

GOLDMAN SACHS & CO. LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 06/03/2024

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/08/2023

Series 7TO - General Securities Representative Examination

BC

Issued 02/22/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/28/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jacqueline Ruth Jordan.
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