Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jordan? Claim Your ProfileJordan Graham is an investment advisor representative with Brighton Jones LLC. Jordan has a strong background in the financial industry, having previously worked at Northwestern Mutual Investment Services, LLC. Jordan is a Certified Financial Planner and holds the Series 65, Series 7TO and SIE licenses. Jordan is a registered investment advisor in Washington and Texas. Jordan has experience working with a variety of clients, including high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and individuals other than high-net-worth individuals. Jordan provides a range of services, including financial planning, portfolio management, 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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
WA
08/07/2020 - Present
Brighton Jones LLC (SEATTLE WA)
WA
05/05/2020 - 06/30/2020
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (SEATTLE WA)
IA
Issued 08/07/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/04/2020
Series 7TO - General Securities Representative Examination
BC
Issued 12/18/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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