Years of Experience
5-20+ Years
TOWSON, MD
3 Years Experience
0 Disclosures
ADVISOR BIO
Jordan Monds is an investment advisor representative with Fidelity Personal And Workplace Advisors. Jordan has been in the industry since 2022. Jordan is registered with the Financial Industry Regulatory Authority (FINRA) as a Registered Representative (RA). Jordan holds the following licenses: Series 66, Series 7TO, and SIE. Jordan is registered in the following states: California, Delaware, Florida, Maryland, New Jersey, New York, Pennsylvania, Texas, and Virginia. Jordan is a specialist in financial planning, portfolio management for businesses and individuals, educational seminars, and selection of other advisors.
SPECIALIZATIONS
ROCKVILLE, MD
1 Years Experience
0 Disclosures
ADVISOR BIO
Jordan Roman is a financial professional with experience in the securities industry. Jordan is a registered representative with Ceros Financial Services, Inc. Jordan is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 7TO, Series 63 and SIE licenses. Jordan is currently registered in 52 states and the District of Columbia.
SPECIALIZATIONS
No specializations listed.
Glen Burnie, MD
6 Years Experience
0 Disclosures
ADVISOR BIO
Jordan Van veen Vinas is a registered representative at Bankers Life Securities, Inc. and has been in the financial services industry since December 2019. Jordan is licensed to sell securities in Maryland.
SPECIALIZATIONS
No specializations listed.
BALTIMORE, MD
1 Years Experience
0 Disclosures
ADVISOR BIO
Jordan Elizabeth Walker is a registered representative associated with ICR Capital LLC. Jordan has passed the Securities Industry Essentials Examination and the Investment Banking Registered Representative Examination. Jordan is currently registered with FINRA and holds a Series 79TO and SIE.
SPECIALIZATIONS
No specializations listed.
ANNAPOLIS, MD
0 Disclosures
ADVISOR BIO
Jordan Robert Grow is an Investment Advisor Representative with MDRN Capital. Jordan has been in the industry since 2023 and is registered with the state of Utah. Jordan holds a Series 65 license and is a financial planner with a focus on providing investment advice to individuals and high-net-worth individuals. Jordan also holds a SIE license and specializes in working with individuals and high-net-worth individuals. Jordan's experience includes working with clients on their financial planning, portfolio management, and retirement planning needs.
SPECIALIZATIONS
HUNT VALLEY, MD
6 Years Experience
0 Disclosures
ADVISOR BIO
Jordan Grant Perry is a financial advisor with Truist Advisory Services, Inc. Jordan is a registered representative of both FINRA and the state of Maryland. Jordan has been in the industry since December 4, 2019. Prior to Truist Advisory Services, Inc., Jordan worked at BB&T SECURITIES, LLC and T. Rowe Price Investment Services, Inc. Jordan is licensed to provide investment advice in 53 states and the District of Columbia.
SPECIALIZATIONS
BALTIMORE, MD
0 Disclosures
ADVISOR BIO
Jordan Gilberti is a financial advisor registered with Core Planning and has over 5 years of experience in the industry. Jordan has a Series 7, SIE and Series 66 licenses and holds the designation of Certified Financial Planner. Jordan has worked with clients in New Jersey and Texas, and is currently registered in Missouri. Jordan specializes in providing financial planning and portfolio management services to individuals and high-net-worth individuals.
SPECIALIZATIONS
Hunt Valley, MD
12 Years Experience
1 Disclosures
ADVISOR BIO
Jordan Higgins is a financial advisor with Janney Montgomery Scott LLC, with over 10 years of experience in the industry. Jordan has a Series 7, Series 66 and SIE licenses and has been registered with FINRA since 2013. Jordan has earned the Certified Financial Planner designation and is registered with the State of Maryland as an investment advisor representative. Jordan has previously worked with Fidelity Brokerage Services LLC, and Morgan Stanley.
SPECIALIZATIONS
BETHESDA, MD
18 Years Experience
0 Disclosures
ADVISOR BIO
Jordan Vanoort is a financial advisor with XML Financial Group. Jordan has been in the financial industry for over 15 years. Jordan is a Certified Financial Planner (CFP) and a Chartered Financial Analyst (CFA). Jordan provides financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management services for individuals and businesses.
SPECIALIZATIONS
Columbia, MD
15 Years Experience
0 Disclosures
ADVISOR BIO
Jordan Hucht is a financial advisor with Commonwealth Financial Network. Jordan has been in the industry since 2010. Jordan holds a Series 6, Series 62, Series 63, and Series 65 licenses. Jordan has a professional designation of Certified Financial Planner and Chartered Financial Consultant. Jordan specializes in a variety of areas including: Insurance, Retirement Planning, Estate Planning, and College Savings. Jordan provides a range of services to individuals, families, and businesses including financial planning, portfolio management, and retirement planning. Commonwealth Financial Network is a Registered Investment Advisor that provides a variety of financial products and services. Commonwealth Financial Network has been in business for over 30 years and has over $177 billion in assets under management. Commonwealth Financial Network is committed to providing its clients with the highest level of service and expertise.
SPECIALIZATIONS
