Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jorden? Claim Your ProfileJorden James Rhodes is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Jorden has been in the financial services industry since 2014 and is registered with the state of Ohio and Texas. Jorden has Series 7 and Series 63 licenses and has passed the SIE and Series 65 exams. Previously, Jorden worked for WELLS FARGO CLEARING SERVICES, LLC and FIDELITY BROKERAGE SERVICES LLC. Jorden specializes in providing investment advice to individuals, businesses, high net worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and insurance companies.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
OH
11/14/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (CINCINNATI OH)
OH
05/29/2019 - 10/02/2023
WELLS FARGO CLEARING SERVICES, LLC (CINCINNATI OH)
KY
04/04/2014 - 05/28/2019
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
IA
Issued 10/05/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/16/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2014
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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