Unclaimed
Jordan M. Swisher is a financial advisor with Hightower Advisors, LLC. Jordan has a background in finance and has been in the financial services industry for over 6 years. Jordan holds the Series 65 and SIE licenses. Jordan is also a Certified Financial Planner.
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.
Treasury management for corporate 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.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
IL
10/31/2022 - Present
Hightower Advisors, LLC (CHICAGO IL)
IA
Issued 09/09/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/28/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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