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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Jordan is a financial advisor with Edelman Financial Engines. Paul has been in the industry for over 25 years, working for a variety of firms in various locations. Paul has experience with a range of investment products and services, including mutual funds, stocks, bonds, options, and retirement planning. He also has experience working with individual clients, as well as businesses, corporations, and charitable organizations. Paul is committed to helping his clients reach their financial goals through personalized financial planning and investment management.
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.
A percentage of the total value of assets under management is charged.
Set-up fees & related svcs; reimbursements for printed materials
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VA
11/01/2018 - Present
Edelman Financial Engines (FAIRFAX VA)
VA
04/22/2016 - 10/31/2018
EF LEGACY SECURITIES, LLC (FAIRFAX VA)
VA
10/06/2008 - 04/22/2016
SANDERS MORRIS HARRIS LLC (FAIRFAX VA)
VA
12/07/2007 - 02/01/2008
SMH CAPITAL INC. (FAIRFAX VA)
VA
11/23/2001 - 10/12/2007
SUNTRUST INVESTMENT SERVICES, INC. (FAIRFAX CITY VA)
NY
09/14/2000 - 11/28/2001
QUICK & REILLY, INC. (NEW YORK NY)
NC
01/11/2000 - 09/11/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NY
03/02/1995 - 01/10/2000
QUICK & REILLY, INC. (NEW YORK NY)
NY
09/10/1993 - 03/15/1995
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 10/06/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/16/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/07/2004
Series 24 - General Securities Principal Examination
BC
Issued 02/26/2001
Series 4 - Registered Options Principal Examination
BC
Issued 01/17/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/27/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/1993
Series 7 - General Securities Representative Examination
Active
Inactive
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