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Jordan Scott Lee

Guidestone Financial Services

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About Jordan Scott Lee

Jordan Scott Lee is a financial advisor with Guidestone Financial Services. Jordan is licensed in 51 states. Jordan holds the Series 63, Series 6TO and SIE licenses. Jordan has been in the industry since May 29, 2024.

Firm Information

Jordan Lee is currently registered with Guidestone Financial Services. Guidestone Financial Services is a corporation formed on June 26, 2008, registered with the Securities and Exchange Commission and all 50 states, as well as the District of Columbia and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

51

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Jordan Lee’s Registration & Firm History

TX

05/30/2024 - Present

Guidestone Financial Services (DALLAS TX)

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Licenses & Designations

BC

Issued 06/14/2024

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/30/2024

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 04/04/2024

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jordan Scott Lee.
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