Jordan AraveCRD Number: 5164729
Current Firm: Creative Planning
Jordan Arave (CRD# 5164729) is an Investment Advisor Representative working at Creative Planning in Canton, GA and has over 13 years of experience in the finance industry. Jordan Arave has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Transamerica Financial Advisors, Inc.
|Creative Planning||Canton, GA||Sep 2016 - Current||4|
|Usaa Financial Planning Services||Alpharetta, GA||Jun 2013 - Sep 2016||3|
|Usaa Financial Advisors, Inc.||Alpharetta, GA||Jun 2013 - Sep 2016||3|
|Wells Fargo Advisors, LLC||Salt Lake City, UT||Jan 2011 - Jun 2013||2|
|Wells Fargo Bank, N.a.||Salt Lake City, UT||Dec 2008 - Jun 2013||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2007|
|S66||NASAA Uniform Combined State Law Examination||Nov 2009|
Total Assets Under Management75,589MILLIONS
Total Number of Accounts134,117ACCOUNTS
Average Account Value$563,606
- A percentage of assets under your management
- 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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