Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jordan? Claim Your ProfileJordan C. Montgomery is a financial advisor with Charles Schwab & Co., Inc. based in Metairie, Louisiana. Jordan has been in the financial services industry since February 2012. Jordan is licensed in 15 states and holds Series 66, 7TO, SIE, and 6TO licenses. Jordan is a financial planning advisor and provides referral services.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
LA
04/11/2022 - Present
Charles Schwab & CO., Inc. (Metairie LA)
IL
11/12/2020 - 04/07/2022
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
LA
04/12/2019 - 01/09/2020
EDWARD JONES (METAIRIE LA)
BOTH
Issued 07/03/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/12/2019
Series 7TO - General Securities Representative Examination
BC
Issued 03/18/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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