Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jordan? Claim Your ProfileJordan Wilson is a financial advisor with First Command Advisory Services. Jordan has been in the industry since 2023. Jordan has a Series 63, Series 6TO and SIE. The advisor is registered in South Carolina. Jordan previously worked at PFS Investments Inc. The advisor specializes in providing financial advice to individuals and families. Jordan also works with charitable organizations, corporations and pension and profit-sharing plans.
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.
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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TX
01/24/2025 - Present
First Command Advisory Services (FORT WORTH TX)
NC
06/06/2024 - 07/30/2024
PFS INVESTMENTS INC. (CHARLOTTE NC)
BC
Issued 07/29/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/05/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/11/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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