Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jordan? Claim Your ProfileJordan Joseph Layer is a financial professional with over 20 years of experience in the industry. Jordan is a Certified Financial Planner™ and Chartered Financial Consultant. Jordan currently works for Onedigital Investment Advisors where they have been registered since October 2020. Jordan has also previously worked with TRIAD ADVISORS LLC, HORNOR, TOWNSEND & KENT, LLC and AXA ADVISORS, LLC. Jordan's areas of specialization include retirement planning, investment planning, and estate planning. They are dedicated to providing personalized financial advice to help clients achieve their financial goals.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
KS
10/11/2020 - Present
Onedigital Investment Advisors (OVERLAND PARK KS)
IL
10/01/2020 - 08/23/2024
TRIAD ADVISORS LLC (Oak Brook IL)
IL
04/23/2010 - 10/02/2020
HORNOR, TOWNSEND & KENT, LLC (OAK BROOK IL)
IL
03/30/2000 - 04/27/2010
AXA ADVISORS, LLC (OAK BROOK IL)
BOTH
Issued 04/11/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/29/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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