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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 Mitchell Wertheim is a financial advisor who has been in the industry since 2021. Jordan is registered with the state of California as a Registered Investment Advisor (RIA) and Texas as an RIA. Jordan is also registered as a broker-dealer (BD) with the state of Arizona, California, Colorado, Idaho, Nevada, New York, North Carolina, Oregon, Pennsylvania, Texas, and Washington. Jordan is a Series 66 and Series 63 exam holder. Jordan is affiliated with Fidelity Personal And Workplace Advisors. Jordan has experience in providing financial planning, educational seminars and selection of other advisors, portfolio management for businesses and individuals.
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
CA
05/17/2022 - Present
Fidelity Personal AND Workplace Advisors (NEWPORT BEACH CA)
BOTH
Issued 05/10/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/11/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/03/2021
Series 7TO - General Securities Representative Examination
BC
Issued 05/27/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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