Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jordan? Claim Your ProfileJordan Jackson Knight is a financial advisor registered with Charles Schwab & Co., Inc. Jordan has been in the industry since September 8, 2019, and has experience with J.P. Morgan Securities LLC. Jordan is licensed to provide investment advice and securities trading in all 50 states. Jordan has passed the Series 7, 63, and SIE exams.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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AZ
03/30/2021 - Present
Charles Schwab & CO., Inc. (Phoenix AZ)
AZ
08/12/2019 - 03/01/2021
J.P. MORGAN SECURITIES LLC (CHANDLER AZ)
BC
Issued 09/23/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/23/2024
Series 7TO - General Securities Representative Examination
BC
Issued 08/12/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/31/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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