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Jordan Burgess

National Financial Services LLC

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About Jordan Burgess

Jordan Burgess is a financial professional with over 30 years of experience in the industry. Jordan is currently registered with National Financial Services LLC and Fidelity Brokerage Services LLC. Jordan is also registered with Fidelity Distributors Co. LLC. Jordan is licensed in 52 states and the District of Columbia. Jordan holds the Series 6, 7, 24, 63, 99TO, and SIE licenses.

Firm Information

Jordan Burgess is currently registered with National Financial Services LLC. National Financial Services LLC is a Limited Liability Company formed in June 2000. The firm is registered to conduct business in all 50 states, the District of Columbia, Puerto Rico and the Virgin Islands. The firm has been the subject of 45 regulatory event disclosures, 1 civil event disclosure and 14 arbitration disclosures.

Not reported

Assets Under Management

Not reported

Total Clients

598

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 Burgess’s Registration & Firm History

RI

05/18/2020 - Present

National Financial Services LLC (SMITHFIELD RI)

RI

04/06/2015 - 01/22/2016

FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)

RI

03/09/1993 - 10/05/1994

FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)

MA

09/18/1992 - 02/04/1993

JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)

MA

09/18/1992 - 02/04/1993

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)

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Licenses & Designations

BC

Issued 10/15/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/14/1997

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/28/1993

Series 7 - General Securities Representative Examination

BC

Issued 09/16/1992

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

C

Cboe C2 Exchange, Inc.

C

Cboe Exchange, Inc.

F

FINRA

N

NYSE American LLC

N

NYSE Arca, Inc.

N

Nasdaq BX, Inc.

N

Nasdaq ISE, LLC

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Jordan Burgess.
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