Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jorden? Claim Your ProfileJorden Covault is a financial advisor registered in Kansas with Prime Capital Financial. Jorden is also registered as an Investment Advisor Representative in Kansas. Jorden has been in the financial industry since October 30, 2020, and has previously worked for Principal Securities, Inc. Jorden specializes in retirement planning, education planning, insurance planning, estate planning, and investments. Jorden is committed to providing clients with personalized financial advice and helping them achieve their financial goals.
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.
Qualified retirement plan services, consulting services, co-advisory, selection of sub-advisors
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Seminar fees, promoter fees, subscription fee financial plans
1
2
KS
09/14/2021 - Present
Prime Capital Financial (OVERLAND PARK KS)
KS
08/12/2019 - 06/23/2020
PRINCIPAL SECURITIES, INC. (OVERLAND PARK KS)
BOTH
Issued 09/10/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/12/2019
Series 7TO - General Securities Representative Examination
BC
Issued 05/23/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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