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Jordan Anderson

J.w. Cole Financial, Inc.

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About Jordan Anderson

Jordan Anderson is a financial advisor with J.w. Cole Financial, Inc. located in Tampa, FL. Jordan has been in the financial industry since November 6, 2021. Jordan holds the Series 7TO, Series 63, and Series 24 licenses. Jordan is registered to sell securities in Florida and Kansas. Jordan's previous experience includes working for CHARLES SCHWAB & CO., INC. in Temple Terrace, FL.

Firm Information

Jordan Anderson is currently registered with J.w. Cole Financial, Inc.. J.w. Cole Financial, Inc. is a Corporation formed in October 2002 and is registered in 52 states, including Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.

Not reported

Assets Under Management

Not reported

Total Clients

84

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.

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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Jordan Anderson’s Registration & Firm History

FL

04/22/2022 - Present

J.w. Cole Financial, Inc. (TAMPA FL)

FL

11/05/2021 - 04/19/2022

CHARLES SCHWAB & CO., INC. (Temple Terrace FL)

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Licenses & Designations

BC

Issued 11/19/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/31/2022

Series 24 - General Securities Principal Examination

BC

Issued 11/05/2021

Series 7TO - General Securities Representative Examination

BC

Issued 09/27/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jordan Anderson.
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