Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jordon? Claim Your ProfileJordon Rion Wheeler is a financial advisor registered with LPL Financial LLC since 2021. Jordon has been in the financial industry since 2016. Prior to joining LPL Financial, Jordon was a financial advisor with Edward Jones. Jordon is registered to offer securities and investment advisory services in 27 states, including Arizona, California, Florida, Georgia, Illinois, Michigan, Missouri, Oregon, Tennessee, Washington, and more. Jordon is currently based in Glendale, Arizona.
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.
Consulting and other non-discretionary advisory services
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
AZ
10/25/2021 - Present
LPL Financial LLC (GLENDALE AZ)
AZ
03/02/2016 - 10/26/2021
EDWARD JONES (GLENDALE AZ)
BOTH
Issued 03/21/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jordon Wheeler is the right advisor for you? Invested Better is here to help.
