Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jordan? Claim Your ProfileJordan Paff is an investment advisor representative with Iams Wealth Management, LLC. Jordan holds the Series 65 license and is registered in Texas. Jordan is active in the industry since April 2023. Iams Wealth Management, LLC provides investment advisory services to high net worth individuals, corporations, and other businesses, as well as individuals other than high net worth. The firm also provides financial planning, pension consulting, 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.
Guidance on pension options to ensure a secure financial future.
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.
Solicitor fees from other advisers; percentage of plan assets
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NE
04/14/2023 - Present
Iams Wealth Management, LLC (OMAHA NE)
IA
Issued 03/29/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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