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Jordan Theodore Goldie

Pimco Investments LLC

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About Jordan Theodore Goldie

Jordan Goldie is a financial advisor with Pimco Investments LLC in Austin, Texas. Jordan has been in the financial services industry since 2016. Jordan holds the Series 7, Series 63, and SIE licenses. Jordan is registered to offer securities in 53 states and the District of Columbia. Prior to joining Pimco Investments LLC, Jordan was employed by BLAKESLEE AND BLAKESLEE INC. in San Luis Obispo, California.

Firm Information

Jordan Goldie is currently registered with Pimco Investments LLC. Pimco Investments LLC is a Limited Liability Company formed in 2010. The firm is registered to provide investment advisory services in all 50 states, the District of Columbia, Puerto Rico and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

290

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 Goldie’s Registration & Firm History

TX

08/19/2016 - Present

Pimco Investments LLC (Austin TX)

CA

01/11/2016 - 06/20/2016

BLAKESLEE AND BLAKESLEE INC. (SAN LUIS OBISPO CA)

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Licenses & Designations

BC

Issued 09/30/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/11/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jordan Theodore Goldie.
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