Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jordan? Claim Your ProfileJordan Black is a financial advisor with over 25 years of experience in the industry. Jordan has held positions with several firms including Credit Suisse First Boston LLC, Donaldson, Lufkin & Jenrette Securities Corporation, Smith Barney Inc., UBS Financial Services Inc., and now Morgan Stanley. Jordan is currently registered in 26 states and holds licenses for both securities and investment advising. Jordan holds the Series 3, 7, 63, and 65 licenses and the SIE certification. Jordan's expertise includes financial planning, pension consulting, and portfolio management. Jordan specializes in providing services to high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, charitable organizations, insurance companies, pension and profit sharing plans, banking or thrift institutions, state or municipal government entities, and investment companies.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
02/12/2014 - Present
Morgan Stanley (New York NY)
NY
08/06/2004 - 01/25/2010
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
NY
11/13/2000 - 08/16/2004
CREDIT SUISSE FIRST BOSTON LLC (NEW YORK NY)
NJ
04/09/1997 - 01/17/2003
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
NY
07/05/1996 - 04/23/1997
BZW SECURITIES INC. (NEW YORK NY)
NY
05/06/1994 - 10/13/1995
SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 12/28/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/28/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/07/2010
Series 3 - National Commodity Futures Examination
BC
Issued 05/03/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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