Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jordan? Claim Your ProfileJordan Kerner is a financial advisor registered with LPL Financial LLC. Jordan has been in the financial industry since 2008. Jordan is registered with the state of Connecticut and holds licenses for Florida, New Jersey, North Carolina, Ohio, and Virginia. Jordan also has experience working with Waddell & Reed and David Lerner Associates, Inc. Jordan has a strong focus on providing financial planning, portfolio management, and consulting services to individual and business clients.
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
CT
07/21/2021 - Present
LPL Financial LLC (Westport CT)
CT
07/02/2015 - 07/21/2021
WADDELL & REED (Westport CT)
CT
03/26/2009 - 07/02/2015
DAVID LERNER ASSOCIATES, INC. (WESTPORT CT)
CT
11/21/2008 - 02/24/2009
DAVID LERNER ASSOCIATES, INC. (DARIEN CT)
BOTH
Issued 07/29/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/04/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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