Jordan M. Witt (CRD# 6124645) is an Investment Advisor Representative working at Witt Financial Group, LLC in Crossville, TN and has over 7 years of experience in the finance industry.
CRD# 6063492
Lpl Financial LLC
CRD# 2612805
Lpl Financial LLC
CRD# 5500222
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Witt Financial Group, LLC | Crossville, TN | Jul 2014 - Current | 9 |
| Witt Financial Group, LLC | Crossville, TN | Jun 2011 - Jul 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2014 |
- FL
- TN
-
Total Assets Under Management112MILLIONS
-
Total Number of Accounts311ACCOUNTS
-
Average Account Value$359,607
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
FL, TN
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