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Leah Marie Jordan

Foreside Fund Services, LLC

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About Leah Marie Jordan

Leah Marie Jordan is a financial professional with over six years of experience in the financial services industry. Leah has a strong understanding of the securities industry and is well-versed in investment banking, trading, and advisory services. Leah is currently registered with Foreside Fund Services, LLC, where Leah specializes in providing clients with a range of financial services. Leah has a Series 7, Series 79, Series 24, and Series 63 license. Leah has experience working with clients in a variety of industries, including retail, corporate, and institutional clients. Leah is committed to providing her clients with personalized financial advice and guidance.

Firm Information

Leah Jordan is currently registered with Foreside Fund Services, LLC. Foreside Fund Services, LLC is a Limited Liability Company formed in 1998. It is registered to conduct business in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. It has also been approved for SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

625

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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Leah Jordan’s Registration & Firm History

NA

04/22/2024 - Present

Foreside Fund Services, LLC (London )

NY

04/12/2017 - 02/15/2023

FORESIDE FUND SERVICES, LLC (New York NY)

NY

12/10/2014 - 03/04/2016

MITSUBISHI UFJ SECURITIES (USA), INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 01/22/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/17/2017

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/12/2017

Series 7 - General Securities Representative Examination

BC

Issued 12/10/2014

Series 79 - Investment Banking Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Leah Marie Jordan.
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