Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jordan? Claim Your ProfileJordan Gillen is a financial advisor who has been working in the industry since 2011. Currently, Jordan works at Fidelity Personal and Workplace Advisors. Jordan has experience with Fidelity Brokerage Services LLC and J.P. Morgan Securities LLC. Jordan is registered as a broker-dealer in 53 states and as an investment advisor in 2 states. Jordan has passed the Series 7, Series 63, Series 66 and SIE exams. Jordan holds various specializations.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
UT
05/01/2023 - Present
Fidelity Personal AND Workplace Advisors (SALT LAKE CITY UT)
UT
09/13/2018 - 04/04/2023
J.P. MORGAN SECURITIES LLC (SALT LAKE CITY UT)
UT
04/22/2011 - 04/25/2018
FIDELITY BROKERAGE SERVICES LLC (AMERICAN FORK UT)
BOTH
Issued 04/24/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/28/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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