Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jordan? Claim Your ProfileJordan James Powell is a financial advisor with Rockefeller Financial LLC. Jordan has been in the financial industry for over 13 years. Jordan holds the Series 63, 65, 7, 24 and SIE licenses. Jordan is also a Chartered Financial Analyst. Jordan provides financial planning and portfolio management services to individuals, corporations, and charitable organizations.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
NY
08/11/2023 - Present
Rockefeller Financial LLC (New York NY)
NY
08/21/2014 - 08/22/2023
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
NY
02/14/2011 - 08/05/2014
BNP PARIBAS SECURITIES CORP. (NEW YORK NY)
NY
06/25/2010 - 08/05/2014
BNP PARIBAS PRIME BROKERAGE, INC. (NEW YORK NY)
BC
Issued 10/19/2010
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/27/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/10/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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