Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jordan? Claim Your ProfileJordan Krantz is a financial advisor with T. Rowe Price Associates, Inc. in San Antonio, TX. Jordan is a licensed investment advisor representative in Maryland and Texas. Jordan has over 10 years of experience in the financial services industry. Jordan has held positions at American Funds Distributors, Inc., and UBS Financial Services Inc. Jordan is a highly experienced financial advisor with a strong track record of success. Jordan's clients include high net worth individuals, insurance companies, investment companies, charitable organizations, and other investment advisors. Jordan specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.
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.
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.
Strategic management for diversified investment portfolios.
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.
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
TX
01/10/2024 - Present
T. Rowe Price Associates, Inc. (San Antonio TX)
TX
05/23/2018 - 12/01/2023
AMERICAN FUNDS DISTRIBUTORS, INC. (SAN ANTONIO TX)
TX
05/01/2013 - 09/17/2015
UBS FINANCIAL SERVICES INC. (HOUSTON TX)
IA
Issued 08/28/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/07/2018
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 10/09/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/21/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/30/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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