Jordan Wold, financial advisor Amery WI
88 score

Jordan Wold

CRD Number: 6269961
Current Firm: Voya Financial Advisors, Inc.

Jordan Wold (CRD# 6269961) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Amery, WI and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Voya Financial Advisors Amery, WI Sep 2014 - Current 2
Bisco Industries Cedar Rapids, IA Jan 2010 - Mar 2015 5
Ing Financial Partners Amery, WI Jan 2014 - Sep 2014 < 1
Amery Golf Course Amery, WI Aug 2009 - Jan 2010 < 1
University Of Wisconsin Madison, WI Aug 2008 - Jun 2009 < 1
Huck Finn's On The Water La Crosse, WI Sep 2008 - Nov 2008 < 1
University Of Wisconsin La Crossse, WI Aug 2005 - May 2008 2
Amery Public Works Amery, WI Dec 2007 - Jan 2008 < 1
New Wave Concepts Bloomington, MN May 2007 - Aug 2007 < 1
Hanover Direct La Crosse, WI Jan 2007 - Mar 2007 < 1
Western Concrete Amery, WI May 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2014
Contact Info for Jordan T. Wold
Phone Number: 1-800-356-2906
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    9,298
    MILLIONS
  • Total Number of Accounts
    59,441
    ACCOUNTS
  • Average Account Value
    $156,432
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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, VT, WA, WI, WV

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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