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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jordan? Claim Your ProfileJordan Tyler Eden is a financial advisor with Equitable Advisors, LLC. Jordan has been in the financial services industry since 2015. Jordan's professional experience includes working with Stifel, Nicolaus & Company, Incorporated, and Wells Fargo Clearing Services, LLC. Jordan holds the Series 7 and Series 66 licenses. Jordan is also a registered Investment Advisor Representative (IAR) in Arizona, California, Colorado, Idaho, Nevada, New Hampshire, New Mexico, Texas, and Virginia. Jordan's areas of specialization include: Financial Planning, Pension Consulting, Educational Seminars, Selection of Other Advisors, and Portfolio Management for Businesses and Individuals. Jordan has experience working with high-net-worth individuals, charitable organizations, pension and profit sharing plans, corporations or other businesses, and individuals other than high-net-worth.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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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2
CA
02/23/2022 - Present
Equitable Advisors, LLC (IRVINE CA)
CA
09/01/2020 - 02/25/2022
STIFEL, NICOLAUS & COMPANY, INCORPORATED (LONG BEACH CA)
CA
06/06/2016 - 09/02/2020
WELLS FARGO CLEARING SERVICES, LLC (SEAL BEACH CA)
CA
09/01/2015 - 04/07/2016
EDWARD JONES (FOUNTAIN VALLEY CA)
BOTH
Issued 10/02/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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