Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jordan? Claim Your ProfileJordan Leonard is a financial advisor who has been in the industry since 2019. Jordan is registered with the state of California and is currently employed by TIAA-CREF Individual & Institutional Services, LLC. Jordan has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Jordan is committed to providing clients with personalized financial advice and helping them achieve their financial goals.
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
CA
05/10/2023 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Irvine CA)
CA
04/26/2021 - 04/07/2023
MORGAN STANLEY (CLAREMONT CA)
CA
10/17/2019 - 04/26/2021
W&S BROKERAGE SERVICES, INC. (ONTARIO CA)
OH
08/24/2018 - 12/31/2018
MML INVESTORS SERVICES, LLC (CINCINNATI OH)
IA
Issued 03/08/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/26/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/17/2020
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/03/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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