Jordan Carrier, financial advisor Blountville TN

Jordan Carrier

CRD Number: 7663825
Current Firm: On Investment Management Co

Jordan Carrier (CRD# 7663825) is an Investment Advisor Representative working at On Investment Management Co in Blountville, TN and has 1 year of experience in the finance industry.

Similar Advisors
Michael Bird, financial advisor Blountville TN
Michael D. Bird
CRD# 2842154
On Investment Management Co
Similar Advisors
Donna Alexander, financial advisor Blountville TN
Donna D. Alexander
CRD# 1428498
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Similar Advisors
Richard Alexander, financial advisor Blountville TN
Richard C. Alexander
CRD# 4342165
Edward Jones
Company Name Location Dates Years
Secure Money Masters Bristol, TN Nov 2022 - Current 1
Department Of Veterans Affairs - Mountain Home Mountain Home, TN Oct 2018 - Oct 2022 4
Bristol Tennessee Essential Services Bristol, TN Jan 2014 - Oct 2018 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2024
Contact Info for Jordan Carrier
Phone Number: 855-262-0913
Firm Website: https://www.onesco.net/
Registered State(s):
  • OH
  • TN
  • VA
By the Numbers
  • Total Assets Under Management
    2,195
    MILLIONS
  • Total Number of Accounts
    15,930
    ACCOUNTS
  • Average Account Value
    $137,818
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
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, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.