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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 Tucker is a financial advisor in Shawnee, Kansas. Jordan has been in the financial industry since May 29, 2012. Jordan is registered as a Registered Representative (RR) with the Financial Industry Regulatory Authority (FINRA) and a Registered Investment Advisor (IA) in Kansas and Texas. Jordan is currently employed by Fidelity Personal and Workplace Advisors and has previously worked at American Century Investment Services Inc., GWFS Equities, Inc., and J.P. Morgan Institutional Investments Inc.. Jordan is experienced in providing financial planning, portfolio management, and selection of other advisors.
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.
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.
1
2
KS
05/22/2019 - Present
Fidelity Personal AND Workplace Advisors (SHAWNEE KS)
MO
07/02/2015 - 04/20/2017
AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)
KS
03/11/2015 - 06/24/2015
GWFS EQUITIES, INC. (OVERLAND PARK KS)
KS
09/02/2014 - 12/23/2014
GWFS EQUITIES, INC. (OVERLAND PARK KS)
KS
01/04/2012 - 09/02/2014
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (OVERLAND PARK KS)
BOTH
Issued 12/04/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/10/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/2017
Series 7 - General Securities Representative Examination
BC
Issued 01/03/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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