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Krista Beth Jordan

Pentegra Distributors Inc.

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About Krista Beth Jordan

Krista Jordan is a financial advisor with Pentegra Distributors Inc. Krista has been working in the financial industry since 2010. Krista has passed the Securities Industry Essentials Examination and the General Securities Representative Examination. Pentegra Distributors Inc. has a branch office located in White Plains, New York. Krista has previously worked for LPL Financial LLC, Nationwide Investment Services Corporation, Chase Investment Services Corp., FirstMerit Financial Services, INC, and Ameriprise Financial Services, Inc.

Firm Information

Krista Jordan is currently registered with Pentegra Distributors Inc.. Pentegra Distributors Inc. is a corporation formed in May 1989. It is registered in all 50 states and the District of Columbia. The firm has 1 approved SEC registration and 51 approved state registrations.

Not reported

Assets Under Management

Not reported

Total Clients

28

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Krista Jordan’s Registration & Firm History

NY

01/26/2022 - Present

Pentegra Distributors Inc. (WHITE PLAINS NY)

OH

09/09/2016 - 09/17/2020

LPL FINANCIAL LLC (COLUMBUS OH)

OH

09/30/2010 - 09/08/2016

NATIONWIDE INVESTMENT SERVICES CORPORATION (DUBLIN OH)

OH

07/01/2010 - 08/25/2010

CHASE INVESTMENT SERVICES CORP. (GROVE CITY OH)

OH

04/16/2010 - 06/28/2010

FIRSTMERIT FINANCIAL SERVICES, INC (LEWIS CENTER OH)

OH

04/07/2008 - 07/17/2008

AMERIPRISE FINANCIAL SERVICES, INC. (COLUMBUS OH)

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/04/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Krista Beth Jordan.
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