Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jordan? Claim Your ProfileJordan Lefko is a financial advisor with LPL Financial LLC. Jordan has been in the financial services industry since 1965. Jordan is registered with the state of Ohio and has been with LPL Financial LLC since April 2023. Prior to joining LPL Financial LLC, Jordan worked at Cambridge Investment Research, Inc. and Cantella & Co., Inc. Jordan has experience in portfolio management, financial planning and consulting. Jordan is also a board member of Gross Schechter Day School and Menorah Park Home for Aged.
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.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OH
04/11/2023 - Present
LPL Financial LLC (BEACHWOOD OH)
OH
12/09/2022 - 02/08/2023
CAMBRIDGE INVESTMENT RESEARCH, INC. (Beachwood OH)
OH
03/07/2022 - 12/09/2022
CANTELLA & CO., INC. (Beachwood OH)
OH
07/01/2003 - 08/02/2021
WELLS FARGO CLEARING SERVICES, LLC (CLEVELAND OH)
NY
09/16/1977 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
08/27/1976 - 09/16/1977
BACHE HALSEY STUART INC.
NA
02/27/1976 - 08/27/1976
BACHE & CO INCORPORATED
NA
04/02/1965 - 02/27/1976
BACHE & CO., INCORPORATED
IA
Issued 12/13/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/25/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/1977
PC - AMEX Put and Call Exam
BC
Issued 10/20/1961
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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