Jordan Farnham, financial advisor Cheektowaga NY

Jordan Farnham

CRD Number: 6654050
Current Firm: Cetera Investment Advisers LLC

Jordan Farnham (CRD# 6654050) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Cheektowaga, NY and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Investment Services LLC St Cloud, MN Jun 2019 - Current 2
Cetera Investment Advisers LLC Cheektowaga, NY Jun 2019 - Current 2
Foresters Advisory Services LLC Cheektowaga, NY Jul 2018 - Jun 2019 < 1
Foresters Financial Services Cheektowaga, NY Feb 2017 - Jun 2019 2
Foresters Financial Services Cheektowaga, NY Jun 2016 - Feb 2017 < 1
Bemus Point Golf Club Bemus Point, NY Jun 2011 - May 2016 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2018
S63 Uniform Securities State Law Examination Aug 2016
Contact Info for Jordan Farnham
Phone Number: 888-528-2987
Registered State(s):
  • NJ
  • NY
By the Numbers
  • Total Assets Under Management
    28,326
    MILLIONS
  • Total Number of Accounts
    129,758
    ACCOUNTS
  • Average Account Value
    $218,298
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • 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, VI, VT, WA, WI, WV, WY

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