Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jordan? Claim Your ProfileJordan Carrier is a registered investment advisor representative with ON Investment Management Co. Jordan has been in the financial services industry for over five years. Jordan is registered with the state of Tennessee, Ohio and Virginia and holds the Series 7TO, Series 66 and SIE licenses. Jordan provides financial planning and portfolio management for individuals. Jordan is also a public notary.
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.
Morningstar investment services llc, sei, assetmark, brinker capital, bny mellon advisors, inc, symmetry partners, envestnet
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.
A percentage of the total value of assets under management is charged.
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TN
01/29/2024 - Present
ON Investment Management Co. (Blountville TN)
BOTH
Issued 01/05/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/18/2023
Series 7TO - General Securities Representative Examination
BC
Issued 04/01/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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