Invested Better
Advisors in Pennsylvania
16,409 Results
Unclaimed

Kreiner Financial Wealth Management, Inc.

location

SPRING GROVE, PA

disclosure

1 Disclosures

ADVISOR BIO

Jordan Kreiner is an Investment Advisor Representative with Kreiner Financial Wealth Management, Inc. in SPRING GROVE, PA. Jordan has been in the financial services industry since 1984. Jordan's previous experience includes roles with Gradient Securities, LLC, PLANMEMBER SECURITIES CORPORATION, FORTUNE FINANCIAL SERVICES, INC., USALLIANZ SECURITIES, INC., WALL STREET FINANCIAL GROUP, INC. and PFS INVESTMENTS INC.. Jordan is registered with the state of Pennsylvania.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Unclaimed

J.p. Morgan Securities LLC

location

Cranberry Township, PA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Jordan Benjamin Sharkey is a financial advisor at J.P. Morgan Securities LLC. Jordan is registered with the state of Pennsylvania. Jordan has been a financial advisor since March 2022.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed
location

PITTSBURGH, PA

0 Disclosures

ADVISOR BIO

Jordan Fediaczko is an investment advisor representative at Ewa, LLC, located in Pittsburgh, Pennsylvania. Jordan has been in the industry since 2022. Jordan holds Series 7TO, SIE, Series 63, and Series 65 licenses. Jordan provides investment advice for individuals. Jordan's firm, Ewa, LLC, specializes in financial planning, educational seminars, and portfolio management for individuals.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Portfolio Management for Individuals
Unclaimed

Janney Montgomery Scott LLC | CFP ® (Certifications)

location

DuBois, PA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Jordan Tyler Russell is a financial advisor with Janney Montgomery Scott LLC, registered with the state of Pennsylvania. Jordan has been in the industry since 2018 and holds several licenses, including Series 66, Series 9 and Series 7TO. Jordan is a Certified Financial Planner. The firm has offices located in Dubois, PA and across the United States. The firm focuses on providing financial planning, pension consulting, and portfolio management for businesses and individuals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Janney Montgomery Scott LLC

location

LANCASTER, PA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Jordan Mellinger is a financial advisor at Janney Montgomery Scott LLC, based in Lancaster, PA. Jordan has been in the financial services industry since 2022 and holds Series 7TO, Series 66 and SIE licenses. Jordan's areas of expertise include financial planning, portfolio management for individuals and businesses, and pension consulting.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed
location

GIBSONIA, PA

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Jordan Nance is a financial advisor with Edward Jones. Jordan has been in the financial industry since May 2021, focusing on providing investment advice and financial planning services. Jordan is registered to provide investment advice in several states, including Pennsylvania and Texas. The advisor specializes in working with individuals, corporations, and small businesses. Jordan is committed to helping clients reach their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Thrive Capital Management, LLC

location

FORT WASHINGTON, PA

disclosure

2 Disclosures

ADVISOR BIO

Jordan Eliot Cohen is an investment advisor representative at Thrive Capital Management, LLC. Jordan has been in the financial industry since 2005 and has a wide range of experience. Jordan holds the Series 6, 7, 63, and 65 securities licenses. Jordan's current focus is on financial planning, portfolio management, and providing educational seminars. Jordan has a strong commitment to helping clients achieve their financial goals. Prior to joining Thrive Capital Management, LLC, Jordan worked at CoreCap Investments, Inc., CCO Investment Services Corp., LPL Financial LLC, and Wells Fargo Advisors, LLC. Jordan has a history of working with a range of clients, including high-net-worth individuals, individuals other than high-net-worth, and small business owners. Jordan's passion is helping clients understand their financial options and make informed decisions. Jordan's dedication to providing excellent customer service is evident in the many positive reviews he has received from clients.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Individuals
Unclaimed

LPL Financial LLC

location

DUSHORE, PA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Jordan D Derrick is a financial advisor registered with LPL Financial LLC. Jordan has been in the industry since 2021 and holds the Series 63, Series 6TO and SIE licenses. Jordan is registered in Pennsylvania and provides financial planning and other advisory services. Jordan's office is located in Dushore, PA at 114 CARPENTER STREET.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Lincoln Investment

location

BLOOMSBURG, PA

0 Disclosures

ADVISOR BIO

Jordan Isaiah Little is a registered representative with Lincoln Investment. Jordan has two product exams: General Securities Representative Examination and Securities Industry Essentials Examination. Jordan specializes in investment advisory services, including financial planning, portfolio management for businesses, and portfolio management for individuals. The branch office is located in Bloomsburg, Pennsylvania.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

TLG Advisors, Inc.

location

Pittsburgh, PA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Jordan Hunter Bruce is an Investment Adviser Representative and Broker-Dealer registered in Pennsylvania with TLG Advisors, Inc.. Jordan has been working in the financial services industry since 2013. Jordan has experience with wealth management and financial advising for individuals, families, and businesses. Jordan also has experience with pension consulting and placement of institutional funds. Jordan is committed to providing clients with personalized financial advice and guidance.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PLACEMENT OF INSTITUTIONAL FUNDS
Portfolio Management for Pooled Investment Vehicles

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