Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jordan? Claim Your ProfileJordan Paul Gates is an investment advisor representative with Kovack Advisors, Inc., registered in the state of Oregon. Jordan has been active in the financial services industry for over 30 years, and has a broad range of experience in providing financial planning and investment advice to individuals, families, and businesses. Jordan is a Certified Financial Planner and a Chartered Financial Consultant. Jordan also works with Independent Financial Group, LLC. Jordan has a strong commitment to helping clients achieve their financial goals.
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.
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
OR
01/01/2025 - Present
Kovack Advisors, Inc. (Tigard OR)
OR
08/18/2010 - 12/31/2020
INDEPENDENT FINANCIAL GROUP, LLC (Tigard OR)
OR
11/06/2009 - 07/30/2010
NATIONAL PLANNING CORPORATION (LAKE OSWEGO OR)
OR
06/06/2007 - 11/13/2009
MAIN STREET SECURITIES, LLC (LAKE OSWEGO OR)
OR
06/16/2003 - 04/27/2007
SUMMIT BROKERAGE SERVICES, INC. (LAKE OSWEGO OR)
MA
09/28/1993 - 01/29/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
NA
06/19/1987 - 10/05/1993
CENTURY INVESTORS OF AMERICA, INC.
IA
Issued 06/08/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/09/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/11/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/1995
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 06/05/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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