Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jordan? Claim Your ProfileJordan Tyler Russell is a financial advisor with Janney Montgomery Scott LLC, registered with the state of Pennsylvania. Jordan has been in the industry since 2018 and holds several licenses, including Series 66, Series 9 and Series 7TO. Jordan is a Certified Financial Planner. The firm has offices located in Dubois, PA and across the United States. The firm focuses on providing financial planning, pension consulting, and portfolio management for businesses and 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
PA
02/28/2019 - Present
Janney Montgomery Scott LLC (DuBois PA)
BOTH
Issued 02/27/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/18/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/01/2018
Series 7TO - General Securities Representative Examination
BC
Issued 10/12/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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