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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Paul Jordan is a financial advisor with over 17 years of experience in the industry. John Paul currently works with LPL Financial LLC, based in Edina, MN. Previously, John Paul worked for several financial institutions, including SAGEPOINT FINANCIAL, INC., PRUCO SECURITIES, LLC., WELLS FARGO INVESTMENTS, LLC and PRIVATE FINANCIAL SECURITIES. John Paul Jordan is a registered representative with FINRA and holds the Series 6, 7, and 63 licenses as well as the SIE and the Series 65 licenses.
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.
Consulting and other non-discretionary advisory 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.
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MN
09/08/2022 - Present
LPL Financial LLC (EDINA MN)
MN
12/01/2015 - 09/12/2022
SAGEPOINT FINANCIAL, INC. (NEW HOPE MN)
MN
06/24/2009 - 11/25/2015
PRUCO SECURITIES, LLC. (MAPLE GROVE MN)
CA
01/31/2001 - 11/14/2002
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
OH
07/20/2000 - 01/12/2001
PRIVATE FINANCIAL SECURITIES (ORRVILLE OH)
CT
11/20/1998 - 04/06/2000
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
IA
Issued 12/31/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/01/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/2011
Series 7 - General Securities Representative Examination
BC
Issued 06/23/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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