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Jordan Forrest Senter

Charles Schwab & CO., Inc.

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About Jordan Forrest Senter

Jordan Forrest Senter is a registered representative with Charles Schwab & Co., Inc., working in the Raleigh, NC area. Jordan has been in the industry since August 2015 and holds both Series 66 and Series 7 licenses. Jordan previously worked at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, and has provided services to high-net-worth individuals, insurance companies, investment companies, charitable organizations, and other investment advisors. Jordan currently provides services to individuals, businesses, and pooled investment vehicles through the Charles Schwab & Co., Inc. financial planning referral program and their wrap fee program.

Firm Information

Jordan Senter is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Jordan Senter’s Registration & Firm History

NJ

02/02/2018 - Present

Charles Schwab & CO., Inc. (Marlton NJ)

NC

06/19/2015 - 08/02/2016

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (RALEIGH NC)

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Licenses & Designations

BOTH

Issued 09/14/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/19/2015

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 Forrest Senter.
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