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Jordan Mathew Schmidt

THE Leaders Group, Inc.

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About Jordan Mathew Schmidt

Jordan Mathew Schmidt is a financial professional registered in Florida, Illinois and South Dakota. Jordan is currently associated with The Leaders Group, Inc. and has been in the industry for over a year. Jordan has passed the SIE, Series 6TO, and Series 63 exams.

Firm Information

Jordan Schmidt is currently registered with THE Leaders Group, Inc.. THE Leaders Group, Inc. is a Corporation registered in 52 states and the District of Columbia, with an approved SEC registration. Formed on July 14, 1994, the firm has a history of providing financial services.

Not reported

Assets Under Management

Not reported

Total Clients

854

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Jordan Schmidt’s Registration & Firm History

CO

10/18/2021 - Present

THE Leaders Group, Inc. (LITTLETON CO)

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Licenses & Designations

BC

Issued 11/29/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/16/2021

SIE - Securities Industry Essentials Examination

BC

Issued 09/15/2021

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jordan Mathew Schmidt.
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