Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jordan? Claim Your ProfileJordan Ash Jones is an investment advisor representative with TIAA-CREF Individual & Institutional Services, LLC. Jordan is registered with the state of North Carolina. Jordan's previous experience includes positions at LPL Financial LLC and Vanguard Marketing Corporation.
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
NC
12/05/2022 - Present
Tiaa-Cref Individual & Institutional Services, LLC (CHARLOTTE NC)
SC
09/13/2018 - 11/25/2022
LPL FINANCIAL LLC (FORT MILL SC)
NC
08/17/2015 - 12/12/2016
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
BOTH
Issued 02/18/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/27/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/14/2023
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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