Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jordan? Claim Your ProfileJordan Harrison Cleare is a financial advisor with Janney Montgomery Scott LLC in Atlanta, Georgia. Jordan has been in the financial services industry since 2012. Jordan holds Series 63, SIE, and Series 79 licenses. Jordan is registered with the state of Georgia and is actively registered with FINRA.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
GA
05/24/2024 - Present
Janney Montgomery Scott LLC (Atlanta GA)
GA
07/11/2019 - 06/19/2024
TM CAPITAL LLC (ATLANTA GA)
GA
11/16/2016 - 08/08/2017
TM CAPITAL CORP. (ATLANTA GA)
GA
08/28/2012 - 09/23/2014
SUNTRUST ROBINSON HUMPHREY, INC. (ATLANTA GA)
BC
Issued 06/18/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/08/2017
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/2012
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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