Years of Experience
5-20+ Years
Baltimore, MD
4 Years Experience
0 Disclosures
ADVISOR BIO
Jordan Wells Fisher is a registered representative with Morgan Stanley & Co. LLC. Jordan has been in the industry since 2012 and has passed the Series 6, 63, SIE, and 99TO exams. Jordan is currently registered with FINRA and has previous experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated.
SPECIALIZATIONS
No specializations listed.
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
Columbia, MD
1 Years Experience
0 Disclosures
ADVISOR BIO
Jordan Alexander Gonzalez is a financial advisor associated with Ameriprise Financial Services, LLC. Jordan has been in the securities industry for over a year, holding the Series 7TO and SIE exams. Currently, Jordan is registered with FINRA as a Registered Representative. Jordan has experience in various industries, including financial services, hospitality, and customer service. Jordan has worked with clients in a variety of industries, including individuals, corporations, and trusts. Jordan's experience and knowledge make him well-suited to provide financial advice to clients of all types.
SPECIALIZATIONS
HUNT VALLEY, MD
6 Years Experience
0 Disclosures
ADVISOR BIO
Jordan Sinjin Smith is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Jordan has been in the industry since November 2019 and is currently registered to provide investment advice in 53 states and the District of Columbia. Jordan holds several securities licenses including Series 66, 24, 9, 10, 7TO, and SIE. Jordan's experience includes roles at Mariner Finance, Bank of America, N.A. and the YMCA.
SPECIALIZATIONS
SILVER SPRING, MD
7 Years Experience
0 Disclosures
ADVISOR BIO
Jordan Smith is a financial advisor with LPL Financial LLC. Jordan has been in the industry since May 2018 and is registered with both the state of Maryland and FINRA. Jordan is a Certified Financial Planner and offers a variety of financial planning services to individuals, businesses and other clients. Jordan is based out of Rockville, Maryland and is dedicated to helping their clients reach their financial goals.
SPECIALIZATIONS
ROCKVILLE, MD
0 Disclosures
ADVISOR BIO
Jordan Daugherty is a financial advisor with Financial Services Advisory, Inc. Jordan has been in the financial services industry since 2018. Jordan's expertise includes financial planning, portfolio management for individuals and businesses. Jordan is a Chartered Financial Analyst and holds a Series 7, Series 66 and SIE license. Prior to joining Financial Services Advisory, Inc., Jordan worked at Madison Avenue Securities, LLC and H. Beck, Inc.
SPECIALIZATIONS
OCEAN PINES, MD
0 Disclosures
ADVISOR BIO
Jordan Talbert is a Registered Investment Advisor and currently works at CWM Advisory, LLC. Jordan has been registered with the state of Maryland and has 1 year of experience in the industry. Jordan's practice focuses on financial planning, pension consulting, and portfolio management for individuals. Jordan is also a registered investment advisor in Delaware, Pennsylvania, and Virginia.
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
BEL AIR, MD
0 Disclosures
ADVISOR BIO
Jordan Lee Heaps is a financial advisor working with The Kelly Group. Jordan has been in the financial services industry since 2015. Jordan specializes in working with high net worth individuals and families, as well as providing retirement planning and investment management services. Jordan is also a certified financial planner and has a Series 7 and Series 65 license.
SPECIALIZATIONS
TOWSON, MD
15 Years Experience
0 Disclosures
ADVISOR BIO
Jordan Ray Taylor is a financial advisor with Founders Financial Securities LLC. Jordan has been in the financial services industry for over a decade and is licensed to sell securities in Maryland and Texas. Jordan is a Certified Financial Planner and has extensive experience in financial planning, portfolio management, and investment advisory services. Jordan works with a variety of clients, including individuals, families, businesses, and charitable organizations. Jordan is committed to providing personalized financial advice to help clients achieve their financial goals.
SPECIALIZATIONS
