Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Jordan is a financial advisor at Wedbush Securities Inc., and has been in the industry since 1995. Kevin is registered to provide investment advice in Oregon and is also a licensed securities representative in 30 other states and territories. Kevin has previously worked with UBS Financial Services Inc., Piper Jaffray & Co., and U.S. Bancorp Investments, Inc.. Kevin also owns and manages a real estate investment company in Tigard, Oregon.
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.
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
OR
07/28/2009 - Present
Wedbush Securities Inc. (LAKE OSWEGO OR)
OR
08/12/2006 - 05/12/2009
UBS FINANCIAL SERVICES INC. (LAKE OSWEGO OR)
OR
06/02/2000 - 08/12/2006
PIPER JAFFRAY & CO. (PORTLAND OR)
MN
09/03/1997 - 06/05/2000
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
OR
09/09/1996 - 09/03/1997
U.S. BANCORP SECURITIES (PORTLAND OR)
OR
11/09/1995 - 07/29/1996
PHILLIPS & COMPANY SECURITIES INC. (PORTLAND OR)
IA
Issued 06/06/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/10/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/1995
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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