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Jordan David Golz

Performance Trust Capital Partners, LLC

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About Jordan David Golz

Jordan Golz is a financial professional with experience in the industry since 2014. Currently, Jordan is registered with Performance Trust Capital Partners, LLC. Prior to their current role, they worked at Elkhorn Securities, LLC. Jordan holds the Series 66, Series 79, Series 7, and Series 24 licenses. Jordan Golz is currently licensed in Illinois.

Firm Information

Jordan Golz is currently registered with Performance Trust Capital Partners, LLC. Performance Trust Capital Partners, LLC is a Limited Liability Company formed on October 6, 2006. The firm is registered in all 50 states plus the District of Columbia and Puerto Rico.

Not reported

Assets Under Management

Not reported

Total Clients

219

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 Golz’s Registration & Firm History

IL

07/09/2018 - Present

Performance Trust Capital Partners, LLC (CHICAGO IL)

IL

05/22/2014 - 07/09/2018

ELKHORN SECURITIES, LLC (WHEATON IL)

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Licenses & Designations

BOTH

Issued 06/09/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/27/2024

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/13/2018

Series 79 - Investment Banking Registered Representative Examination

BC

Issued 05/22/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Jordan David Golz.
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