Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jordan? Claim Your ProfileJordan M Gelb is an active investment advisor registered in the state of Illinois with Merrill Lynch, Pierce, Fenner & Smith Inc. Jordan has been in the financial industry since March 1986. Jordan has passed the Uniform Securities Agent State Law Examination, the Uniform Investment Adviser Law Examination, and the General Securities Principal Examination. Jordan has also passed the Securities Industry Essentials Examination and the General Securities Representative Examination. Jordan is currently registered in 53 states as a broker and has previously worked at Lehman Brothers Inc., Bear, Stearns & Co. Inc., and Blinder, Robinson & Co., Inc. Jordan is also registered in 2 states as an investment advisor.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
IL
11/10/1994 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NORTHBROOK IL)
NY
12/22/1988 - 10/19/1994
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
07/29/1988 - 11/21/1988
BEAR, STEARNS & CO. INC.
NA
12/17/1985 - 06/01/1988
BLINDER, ROBINSON & CO., INC.
IA
Issued 01/30/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/03/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/04/1986
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/1985
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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