Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jordan? Claim Your ProfileJordan Swartz is a registered representative with Empower Advisory Group, LLC and is licensed in New Jersey. Jordan has been in the financial industry since September 26, 2021 and has experience with Empower Financial Services, Inc and Vanguard Marketing Corporation. Jordan specializes in providing financial planning and portfolio management services for individuals and is registered to offer investment advisory services in New Jersey.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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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NJ
01/25/2024 - Present
Empower Advisory Group, LLC (Little Silver NJ)
PA
09/23/2021 - 01/19/2024
VANGUARD MARKETING CORPORATION (MALVERN PA)
BOTH
Issued 10/04/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/04/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/23/2021
Series 7TO - General Securities Representative Examination
BC
Issued 12/16/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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