Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jordan? Claim Your ProfileJordan Manuel Pacheco is a registered representative with LPL Financial LLC. Jordan is licensed in California. Jordan's areas of specialization include Retirement planning, College savings, Estate planning, Business succession planning, Insurance, and Annuities. Jordan has been in the industry since December 2022. Jordan currently works from the LPL Financial LLC office located in San Diego, CA and is registered to provide investment advice to clients in California. Jordan also works from a branch office in La Mesa, CA.
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.
Consulting and other non-discretionary advisory services
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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CA
11/14/2023 - Present
LPL Financial LLC (SAN DIEGO CA)
BOTH
Issued 11/13/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/03/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/10/2022
Series 7TO - General Securities Representative Examination
BC
Issued 01/23/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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