Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jordan? Claim Your ProfileJordan Wheeler is a financial advisor who is licensed in Texas. Jordan works with individuals, families, and businesses. Jordan is registered with LPL Financial LLC. Jordan also has experience with MML Investors Services, LLC and Wells Fargo Clearing Services, LLC. Jordan has been working in the financial services industry since 2015. Jordan has a Series 7TO, Series 63, and SIE licenses. Jordan provides financial planning, portfolio management, pension consulting, and other advisory services.
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
TX
09/17/2024 - Present
LPL Financial LLC (LUBBOCK TX)
UT
04/19/2023 - 05/03/2023
MML INVESTORS SERVICES, LLC (Lehi UT)
UT
11/11/2022 - 01/09/2023
WELLS FARGO CLEARING SERVICES, LLC (SALT LAKE CITY UT)
BC
Issued 12/01/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/11/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/07/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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