Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Jordan is a financial professional with over 8 years of experience in the industry. Currently, Jeffrey Jordan is registered with TIAA-CREF Individual & Institutional Services, LLC and has been with the firm since January 2023. Prior to that, Jeffrey Jordan was a registered representative with Fidelity Brokerage Services LLC. Jeffrey Jordan also has prior experience with AXA Advisors, LLC. Jeffrey Jordan is licensed in New York and New Jersey as an Investment Advisor Representative.
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.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
NY
01/11/2023 - Present
Tiaa-Cref Individual & Institutional Services, LLC (NEW YORK NY)
NY
05/12/2016 - 12/19/2022
FIDELITY BROKERAGE SERVICES LLC (NEW YORK CITY NY)
NY
09/21/2015 - 03/02/2016
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 10/17/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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