Unclaimed
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.
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.
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.
1
2
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)
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
Active
Inactive
F
FINRA
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