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Jordan Rae sajovic Florey

Charles Schwab & CO., Inc.

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About Jordan Rae sajovic Florey

Jordan Florey is a financial professional with over 13 years of experience in the industry. Jordan is currently registered with Charles Schwab & Co., Inc. and has previously held positions at GWFS Equities, Inc., Raymond James Financial Services, Inc., Transamerica Capital, Inc., Jackson National Life Distributors LLC, and Northwestern Mutual Investment Services, LLC. Jordan holds the Series 6, Series 63, and SIE licenses. Jordan specializes in providing financial planning and investment advice.

Firm Information

Jordan Florey is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Jordan Florey’s Registration & Firm History

CO

11/18/2020 - Present

Charles Schwab & CO., Inc. (Lone Tree CO)

CO

08/16/2017 - 10/12/2020

GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)

CO

01/05/2016 - 08/10/2017

RAYMOND JAMES FINANCIAL SERVICES, INC. (DENVER CO)

CO

06/17/2008 - 03/09/2015

TRANSAMERICA CAPITAL, INC. (DENVER CO)

CO

04/24/2007 - 06/18/2008

JACKSON NATIONAL LIFE DISTRIBUTORS LLC (DENVER CO)

CO

06/02/2006 - 03/20/2007

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (DENVER CO)

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Licenses & Designations

BC

Issued 06/03/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/01/2006

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 Rae sajovic Florey.
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