Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jordan? Claim Your ProfileJordan Cal Anderson is an Investment Advisor Representative registered in Idaho and Texas. Jordan has been working in the financial industry since 2014 and is currently employed at Journey Retirement Planning and Investment Management, LLC. Jordan has been with Journey since 2021 and previously worked as a Chief Operations Officer at Journey Financial Services from 2014 to 2021. Jordan also worked as a consultant at Jordan Cal, LLC from 2012 to 2022. Jordan holds the Series 65 license. Jordan is a specialist in retirement planning, investment management, and financial planning. Jordan offers services to individuals and businesses. Jordan is registered with Journey Retirement Planning and Investment Management, LLC.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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ID
08/16/2021 - Present
Journey Retirement Planning AND Investment Management, LLC (AMMON ID)
IA
Issued 11/23/2015
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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