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Theadorea Kimberly Jordan

Fidelity Brokerage Services LLC

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About Theadorea Kimberly Jordan

Theadorea Kimberly Jordan is a financial advisor registered with Fidelity Brokerage Services LLC and has been in the industry since April 9, 2001. Jordan holds the Series 6, 7 and SIE licenses. Jordan is registered in 53 states and the District of Columbia. Prior to Fidelity, Jordan worked at Vanderbilt Securities, LLC, Neuberger Berman BD LLC, Neuberger Berman Management LLC, and MBSC Securities Corporation.

Firm Information

Theadorea Jordan is currently registered with Fidelity Brokerage Services LLC. Fidelity Brokerage Services LLC is a Limited Liability Company formed on June 8, 2000. The firm is registered in 53 states and is approved by the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

6,116

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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Theadorea Jordan’s Registration & Firm History

RI

07/20/2021 - Present

Fidelity Brokerage Services LLC (SMITHFIELD RI)

NY

08/09/2019 - 01/04/2021

VANDERBILT SECURITIES, LLC (WOODBURY NY)

NY

01/06/2016 - 08/09/2019

NEUBERGER BERMAN BD LLC (NEW YORK NY)

NY

03/07/2008 - 06/30/2016

NEUBERGER BERMAN MANAGEMENT LLC (NEW YORK NY)

NY

09/20/2000 - 02/29/2008

MBSC SECURITIES CORPORATION (UNIONDALE NY)

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Licenses & Designations

BC

Issued 09/22/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/02/2012

Series 7 - General Securities Representative Examination

BC

Issued 09/18/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There are no public disclosures for Theadorea Kimberly Jordan.
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