Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jordan? Claim Your ProfileJordan Reed Brown is a registered Investment Advisor Representative (IAR) and holds a Series 65 license. Jordan is affiliated with B.o.s.s. Retirement Advisors, LLC, based in Lehi, Utah. Jordan is also affiliated with B.o.s.s. Retirement Solutions, LLC. Jordan has been working in the financial services industry since 2010. Previously, Jordan has held positions with T3 Trading Group, LLC in New York, NY and Fidelity Brokerage Services LLC in Salt Lake City, UT. Jordan specializes in financial planning 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.
Helps you choose top advisors aligned with your financial goals.
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.
Referral fees
1
2
UT
04/08/2024 - Present
B.o.s.s. Retirement Advisors, LLC (LEHI UT)
NY
04/18/2011 - 06/20/2011
T3 TRADING GROUP, LLC (NEW YORK NY)
UT
09/06/2010 - 12/13/2010
FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)
IA
Issued 03/15/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/10/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/03/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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