Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jordan? Claim Your ProfileJordan Jeffrey Matola is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Jordan has been in the industry for 18 years and holds Series 7, Series 66, and SIE licenses. Jordan specializes in investment consulting services to institutional clients, financial planning, pension consulting, selection of other advisors, and portfolio management for individuals and businesses. Jordan has been registered as a broker in 37 states, and as an investment advisor in 2 states.
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.
Investment consulting services to institutional clients
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.
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2
OH
06/08/2023 - Present
Wells Fargo Advisors Financial Network, LLC (DUBLIN OH)
OH
05/26/2017 - 06/08/2023
WELLS FARGO CLEARING SERVICES, LLC (DUBLIN OH)
OH
10/01/2012 - 06/06/2017
J.P. MORGAN SECURITIES LLC (DUBLIN OH)
OH
11/15/2007 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (DUBLIN OH)
OH
10/03/2007 - 10/15/2007
ADVISER DEALER SERVICES, INC. (DUBLIN OH)
OH
03/08/2005 - 08/28/2007
AMERIPRISE FINANCIAL SERVICES, INC. (DUBLIN OH)
MN
03/08/2005 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 08/07/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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