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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jordan? Claim Your ProfileJordan Asher Shapiro is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Jordan has been in the industry since 2014, working with J.P. MORGAN SECURITIES LLC and MORGAN STANLEY before joining Merrill Lynch. Jordan has licenses in California and Texas, and has experience working with high-net-worth individuals, corporations, and other businesses. Jordan specializes in providing a range of financial services, including portfolio management, performance measurement reports, allocation modeling, IPS, research reports and services, and selection of other advisors.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
CA
07/17/2020 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (WESTLAKE VILLAGE CA)
CA
02/18/2016 - 07/23/2020
MORGAN STANLEY (BEVERLY HILLS CA)
CA
08/11/2014 - 02/29/2016
J.P. MORGAN SECURITIES LLC (LOS ANGELES CA)
IA
Issued 06/01/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/24/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/2014
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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