Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jordan? Claim Your ProfileJordan Greene is a financial advisor with J.P. Morgan Securities LLC. Jordan is registered in 53 states and is a Registered Representative and Investment Advisor Representative. Jordan has been in the industry since January 4, 2021. Jordan holds a Series 66, Series 7TO, and a SIE license. Previously, Jordan worked at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Jordan specializes in portfolio management for individuals and businesses, financial planning, and pension consulting. Jordan also provides selection of other advisors and is a registered investment advisor.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NC
04/22/2022 - Present
J.p. Morgan Securities LLC (Charlotte NC)
NC
12/16/2020 - 04/01/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MONROE NC)
BOTH
Issued 01/14/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/16/2020
Series 7TO - General Securities Representative Examination
BC
Issued 11/14/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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