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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 Michael Curry is a financial advisor with over 15 years of experience in the financial services industry. Jordan has a strong background in investment management and financial planning, and is committed to providing clients with personalized advice and guidance to help them achieve their financial goals. Jordan is currently registered with Morgan Stanley, and has held previous positions at Edward Jones and Northwestern Mutual Investment Services. Jordan holds the Series 66, Series 7, Series 31 and SIE licenses. Jordan is also a member of the Advisory Board for Tru Aviation, an automotive/transportation company. Jordan is dedicated to helping clients make informed financial decisions and is committed to building long-term relationships with them. Jordan specializes in investment management, financial planning, retirement planning, and college savings. Jordan is also committed to providing exceptional customer service and is always available to answer questions and address concerns.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
TX
07/06/2021 - Present
Morgan Stanley (Austin TX)
MO
06/01/2009 - 07/21/2009
EDWARD JONES (ST. LOUIS MO)
CO
07/24/2008 - 06/02/2009
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (DENVER CO)
BOTH
Issued 09/06/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 07/23/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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