Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jordan? Claim Your ProfileJordan David Wright is a financial advisor with Bankers Life Advisory Services, Inc. based in Jacksonville, FL. Jordan has been in the industry since July 2022 and is registered with the Financial Industry Regulatory Authority (FINRA) and the state of Florida. Jordan also holds the Series 66, Series 7TO, and SIE licenses. In addition to being a financial advisor, Jordan also works as a Unit Field Trainer for Bankers Life and Casualty, Inc. and is an owner of Wright Bankers LLC.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
Non-discretionary investment consulting services
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2
IL
09/20/2022 - Present
Bankers Life Advisory Services, Inc. (CHICAGO IL)
BOTH
Issued 09/03/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/21/2022
Series 7TO - General Securities Representative Examination
BC
Issued 06/11/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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