Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jordan? Claim Your ProfileJordan Andrew is a financial advisor with over 15 years of experience in the financial services industry. Jordan has a Series 7, Series 63, and Series 65 license and holds registrations in multiple states. Currently, Jordan is registered as a Registered Representative and Investment Advisor Representative with Osaic Wealth, Inc. Jordan has previously worked with Wells Fargo Advisors, LLC, Wells Fargo Investments, LLC, and Fidelity Brokerage Services LLC. Jordan is committed to providing personalized financial advice and working with clients to achieve their financial goals. Jordan specializes in financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals and businesses.
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.
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.
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2
UT
01/24/2025 - Present
Osaic Wealth, Inc. (SALT LAKE CITY UT)
UT
01/03/2011 - 03/07/2011
WELLS FARGO ADVISORS, LLC (SALT LAKE CITY UT)
UT
01/01/2009 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (SALT LAKE CITY UT)
UT
03/27/2006 - 09/18/2007
FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)
IA
Issued 08/12/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/31/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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