Jordan HaddoxCRD Number: 7362333
Current Firm: Kestra Advisory Services, LLC
Jordan Haddox (CRD# 7362333) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Austin, TX and has 1 year of experience in the finance industry.
Pbl Wealth Management
Kestra Advisory Services, LLC
|Kestra Advisory Services, LLC||Durant, OK||Jan 2022 - Current||< 1|
|Kestra Investment Services, LLC||Durant, OK||Mar 2021 - Current||1|
|Full Time Student||Durant, OK||Aug 2016 - Jul 2021||4|
|Exodus Hr Group, LLC||Durant, OK||Nov 2018 - Mar 2021||2|
|Durant Station||Durant, OK||Aug 2018 - Nov 2018||< 1|
|Unemployed||Chengdu,||May 2018 - Aug 2018||< 1|
|Southeastern Oklahoma State University||Durant, OK||Aug 2017 - May 2018||< 1|
|Pruett's Food||Antlers, OK||May 2017 - Aug 2017||< 1|
|Rattan Public School||Rattan, OK||May 2016 - Aug 2016||< 1|
|Full Time Student||Rattan, OK||Aug 2011 - May 2016||4|
|Rattan Public School||Rattan, OK||May 2015 - Aug 2015||< 1|
|Pruett's Food||Antlers, OK||Jul 2013 - May 2015||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2022|
Total Assets Under Management45,081MILLIONS
Total Number of Accounts127,790ACCOUNTS
Average Account Value$352,772
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
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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