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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jordan? Claim Your ProfileJordan Grzesczyk is a financial advisor at CGN Advisors, LLC. Jordan is a Certified Financial Planner and has worked in the financial industry for over 8 years. Jordan specializes in financial planning, pension consulting, educational seminars, portfolio management for individuals and businesses, and selection of other advisors. Jordan holds the Series 7, 66 and SIE licenses and has been registered with the State of California since 2021 and the State of Texas since 2024. Jordan has previously worked at Morgan Stanley and Raymond James & Associates, Inc..
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.
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
KS
02/09/2024 - Present
CGN Advisors, LLC (MANHATTAN KS)
CA
05/01/2018 - 06/10/2021
RAYMOND JAMES & ASSOCIATES, INC. (Los Angeles CA)
CT
04/10/2017 - 04/17/2018
MORGAN STANLEY (NEW HAVEN CT)
CT
08/12/2014 - 02/22/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HARTFORD CT)
BOTH
Issued 09/08/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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