Jordan Anderson
CRD Number: 6608222Current Firm: Journey Retirement Planning And Investment Management, LLC
Jordan Anderson (CRD# 6608222) is an Investment Advisor Representative working at Journey Retirement Planning And Investment Management, LLC in Ammon, ID and has over 8 years of experience in the finance industry.
CRD# 4646629
Edward Jones
CRD# 4914714
Valkyrie Private Wealth Management
CRD# 5727397
Arkadios Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Journey Retirement Planning And Investment Management, LLC | Ammon, ID | Apr 2021 - Current | 3 |
| Journey Financial Services | Ammon, ID | Sep 2014 - Current | 9 |
| Jordan Cal, LLC | Iona, ID | Jan 2012 - Current | 12 |
| Townsquare Capital, LLC | Provo, UT | Jan 2018 - Jan 2022 | 4 |
| Jordan Cal, LLC | Idaho Falls, ID | Jan 2012 - Jun 2021 | 9 |
| Allegis Investment Advisors, LLC | Idaho Falls, ID | Jan 2016 - Mar 2018 | 2 |
| Bingham Memorial | Blackfoot, ID | Jan 2014 - Sep 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2015 |
- ID
- TX
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Total Assets Under Management127MILLIONS
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Total Number of Accounts1,716ACCOUNTS
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Average Account Value$74,196
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
ID, MT, NE, TX, UT, WA, WY
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