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Jordan Andrew Vena

Exchangeright Securities, LLC

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About Jordan Andrew Vena

Jordan Andrew Vena is a financial professional with over seven years of experience in the securities industry. Jordan is currently registered with Exchangeright Securities, LLC and holds the Series 66, Series 7, and SIE licenses. Jordan is licensed in California, Hawaii, and Nevada. Prior to joining Exchangeright Securities, LLC, Jordan worked for Lighthouse Capital Group, LLC. Jordan has a proven track record of providing personalized financial advice to individual investors.

Firm Information

Jordan Vena is currently registered with Exchangeright Securities, LLC. Exchangeright Securities, LLC is a Limited Liability Company that was formed on January 6, 2016. The firm is registered with the SEC and in all 50 states, the District of Columbia, Puerto Rico, and the U.S. Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

18

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 Vena’s Registration & Firm History

CA

03/06/2023 - Present

Exchangeright Securities, LLC (Pasadena CA)

CA

04/27/2016 - 01/11/2024

LIGHTHOUSE CAPITAL GROUP, LLC (PASADENA CA)

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Licenses & Designations

BOTH

Issued 08/03/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/27/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jordan Andrew Vena.
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