Unclaimed
Jordan Daniel Harrison is a financial advisor with Assetmark Brokerage, LLC. Jordan has been in the financial services industry since August 17, 2017. Jordan holds the Series 7 and SIE licenses. Jordan has worked with PFS Investments Inc. and Waddell & Reed in the past.
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
CA
03/28/2019 - Present
Assetmark Brokerage, LLC (CONCORD CA)
CA
01/13/2017 - 01/29/2018
PFS INVESTMENTS INC. (MODESTO CA)
CA
10/13/2015 - 05/04/2016
WADDELL & REED (CAMPBELL CA)
BC
Issued 01/29/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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