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Jordan Mitchell Murphy

Pimco Investments LLC

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About Jordan Mitchell Murphy

Jordan Murphy has been a financial professional since 2001 and has a broad range of experience in the industry. Jordan is currently registered with Pimco Investments LLC, and has held previous roles with ING Investments Distributor, LLC, BANC ONE SECURITIES CORPORATION, UBS PAINEWEBBER INC, and WOODBURY FINANCIAL SERVICES, INC. Jordan has a strong educational background, having passed the Series 6, 7, 63, 66, 14 and 24 exams. Jordan holds a current registration in the state of California.

Firm Information

Jordan Murphy is currently registered with Pimco Investments LLC. Pimco Investments LLC is a Limited Liability Company formed in 2010. The firm is registered to provide investment advisory services in all 50 states, the District of Columbia, Puerto Rico and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

290

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 Murphy’s Registration & Firm History

CA

02/14/2011 - Present

Pimco Investments LLC (NEWPORT BEACH CA)

AZ

10/25/2004 - 02/10/2011

ING INVESTMENTS DISTRIBUTOR, LLC (SCOTTSDALE AZ)

IL

04/27/2004 - 10/27/2004

BANC ONE SECURITIES CORPORATION (CHICAGO IL)

NJ

04/05/2002 - 12/17/2002

UBS PAINEWEBBER INC. (WEEHAWKEN NJ)

MN

12/21/2001 - 01/08/2002

WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)

CA

03/28/2001 - 12/07/2001

NATIONAL PLANNING CORPORATION (LOS ANGELES CA)

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Licenses & Designations

BOTH

Issued 04/19/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/03/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 14 - Compliance Officer Examination

BC

Issued 10/26/2007

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/04/2002

Series 7 - General Securities Representative Examination

BC

Issued 03/27/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jordan Mitchell Murphy.
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