Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jordan? Claim Your ProfileJordan Funt is a financial advisor with over 14 years of experience in the financial services industry. Jordan is currently registered with Raymond James & Associates, Inc. in PALM BEACH GARDENS, FL and has been with the firm since September 2016. Prior to joining Raymond James & Associates, Inc., Jordan was associated with Deutsche Bank Securities Inc. in PALM BEACH, FL, UBS Financial Services Inc. in PALM BEACH GARDENS, FL, Morgan Stanley Smith Barney in WEST PALM BEACH, FL and Citigroup Global Markets Inc. in WEST PALM BEACH, FL. Jordan is licensed to provide investment advice and securities services in Arizona, California, District of Columbia, Florida, Georgia, Illinois, Maine, Maryland, Michigan, Nebraska, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Utah, Virginia and Washington.
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.
Please see note in schedule d - miscellaneous
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.
1
2
FL
09/06/2016 - Present
Raymond James & Associates, Inc. (PALM BEACH GARDENS FL)
FL
06/08/2015 - 09/06/2016
DEUTSCHE BANK SECURITIES INC. (PALM BEACH FL)
FL
03/26/2012 - 06/24/2015
UBS FINANCIAL SERVICES INC. (PALM BEACH GARDENS FL)
FL
06/01/2009 - 04/10/2012
MORGAN STANLEY SMITH BARNEY (WEST PALM BEACH FL)
FL
05/12/2009 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (WEST PALM BEACH FL)
FL
10/14/2008 - 02/12/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WEST PALM BEACH FL)
BOTH
Issued 11/03/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 10/13/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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