Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Alexander Jordan is an investment advisor representative at Stephens. James has been in the industry since 1985 and has experience in various areas of financial planning. James currently holds licenses in Arkansas and Texas. James is committed to providing personalized financial advice to individuals and families. James also offers portfolio management services for individuals and businesses.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
1
2
AR
10/30/2013 - Present
Stephens (LITTLE ROCK AR)
PA
01/17/1991 - 05/05/1995
FEDERATED SECURITIES CORP. (PITTSBURGH PA)
NA
04/15/1988 - 08/23/1990
WORTHEN INVESTMENTS, INC.
AR
05/30/1986 - 08/23/1990
WORTHEN INVESTMENTS, INC. (LITTLE ROCK AR)
NA
04/20/1983 - 03/02/1984
EDWARD D. JONES & CO., L.P.
IA
Issued 09/19/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/01/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/2014
Series 31 - Futures Managed Funds Examination
BC
Issued 04/16/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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