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Jordan Chisholm

Foreside Fund Services, LLC

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About Jordan Chisholm

Jordan Chisholm is a financial professional with experience in the financial services industry. Jordan is currently registered with Foreside Fund Services, LLC in Denver, Colorado. Jordan holds the Series 6, Series 63, and Series 6TO licenses and is registered with the state of California and Colorado. Jordan previously worked at GWFS Equities, Inc. in Greenwood Village, Colorado and J.P. Morgan Institutional Investments Inc. in Englewood, Colorado.

Firm Information

Jordan Chisholm is currently registered with Foreside Fund Services, LLC. Foreside Fund Services, LLC is a Limited Liability Company formed in 1998. It is registered to conduct business in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. It has also been approved for SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

625

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 Chisholm’s Registration & Firm History

CO

06/10/2022 - Present

Foreside Fund Services, LLC (Denver CO)

CO

06/24/2021 - 10/20/2021

GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)

CO

11/06/2007 - 12/13/2007

J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (ENGLEWOOD CO)

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Licenses & Designations

BC

Issued 07/07/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/24/2021

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 06/02/2021

SIE - Securities Industry Essentials Examination

BC

Issued 11/05/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Jordan Chisholm. Review regulatory record here.
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