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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jordan? Claim Your ProfileJordan Whittenburg is a financial advisor at Osaic Wealth, Inc. in ALPINE, UT. Jordan has been in the financial services industry since 2004 and is registered with the Financial Industry Regulatory Authority (FINRA) and the state of Utah. Jordan has passed the Series 66, Series 7, and Series 24 exams. Jordan is a licensed insurance agent with Whittenburg Insurance and Investment Group. Jordan is also the President of Whittenburg Financial. Jordan has experience working with individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations or other businesses, state or municipal government entities, and banking or thrift institutions.
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.
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.
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
UT
01/19/2024 - Present
Osaic Wealth, Inc. (ALPINE UT)
UT
06/08/2015 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (ALPINE UT)
UT
11/14/2014 - 06/09/2015
SECURITIES AMERICA, INC. (ALPINE UT)
UT
08/12/2004 - 11/14/2014
SUNSET FINANCIAL SERVICES, INC. (ALPINE UT)
BOTH
Issued 01/21/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/22/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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