Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jordan? Claim Your ProfileJordan Wesley is an investment advisor representative at Destination Wealth Management, based in Walnut Creek, California. Jordan has been in the financial services industry since July 2011 and holds the Series 65 license. Jordan is registered with the state of California. Jordan specializes in providing financial planning, pension consulting, and portfolio management for individuals.
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.
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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CA
06/25/2014 - Present
Destination Wealth Management (WALNUT CREEK CA)
IA
Issued 06/25/2014
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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