Unclaimed
Jordon Riley is a financial advisor at Edward Jones. Jordon has been in the financial industry since 2017 and has experience with TD Ameritrade and Scottrade. Jordon is licensed to provide financial advice in Arkansas, Illinois, Massachusetts, Missouri, and Utah. Jordon has a Series 63 and 66 license to provide financial advice in Missouri and Illinois. Jordon also has Series 7, 9, 10, and 24 licenses.
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.
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.
See schedule d - miscellaneous
1
2
MO
05/21/2020 - Present
Edward Jones (ST LOUIS MO)
MO
02/26/2018 - 10/03/2019
TD AMERITRADE, INC. (ST. LOUIS MO)
MO
07/05/2017 - 02/26/2018
SCOTTRADE, INC. (ST LOUIS MO)
BOTH
Issued 05/20/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/18/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/27/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/14/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/26/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/05/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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