Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stef? Claim Your ProfileStef Jordan is a financial advisor with Edward Jones, a firm that manages over $824 billion in assets. Stef is registered with the Financial Industry Regulatory Authority (FINRA) and has been actively working in the industry since February 2024. Stef Jordan is registered with the following states: Alabama, California, Georgia, Illinois, Indiana, Kentucky, Mississippi, New York, North Carolina, South Carolina, Tennessee, and Texas. Stef Jordan is a registered Investment Advisor Representative (IAR) in Tennessee and Texas. Stef Jordan has passed the Series 66, Series 7TO and the SIE exams. Stef Jordan provides financial planning and portfolio management services to individuals and businesses. Stef Jordan is committed to providing her clients with personalized financial advice and investment strategies.
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.
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.
See schedule d - miscellaneous
1
2
TN
06/26/2024 - Present
Edward Jones (BRENTWOOD TN)
BOTH
Issued 03/27/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/02/2024
Series 7TO - General Securities Representative Examination
BC
Issued 01/05/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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