Jordan Wilkins, financial advisor Alpine UT

Jordan Wilkins

CRD Number: 7089894
Current Firm: Edward Jones

Jordan Wilkins (CRD# 7089894) is an Investment Advisor Representative working at Edward Jones in Alpine, UT and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St Louis, MO Jun 2019 - Current 5
Optum Bank West Valley City, UT May 2017 - May 2019 2
Apex Systems Salt Lake City, UT Oct 2016 - May 2017 < 1
Tucanos Brazilian Grill Provo, UT May 2013 - Dec 2016 3
Wealthplan Advisors Scottsdale, AZ May 2015 - Aug 2015 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2019
Contact Info for Jordan Wilkins
Phone Number: 314-515-2000
Registered State(s):
  • AZ
  • TX
  • UT
By the Numbers
  • Total Assets Under Management
    692,248
    MILLIONS
  • Total Number of Accounts
    4,749,388
    ACCOUNTS
  • Average Account Value
    $145,755
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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