Jordan Ireland (CRD# 5553620) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Dakota Dunes, SD and has over 15 years of experience in the finance industry.
CRD# 2263538
Ameriprise Financial Services, LLC
CRD# 5148357
Ameriprise Financial Services, LLC
CRD# 4244827
Stifel, Nicolaus & Company, Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth, Inc. | Sioux City, IA | Nov 2023 - Current | < 1 |
| Clear Path Financial | Sioux City, IA | Jan 2019 - Current | 5 |
| Pruco Securities, LLC | Omaha, NE | Jan 2019 - Nov 2023 | 4 |
| Prudential Insurance Company Of America | Omaha, NE | Jan 2019 - Nov 2023 | 4 |
| Princor Financial Services Corp | Sioux City, IA | Jun 2008 - Jan 2019 | 10 |
| Principal Life Insurance Co | Sioux City, IA | Jun 2008 - Jan 2019 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2008 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2015 |
- IA
- SD
- TX
-
Total Assets Under Management94,558MILLIONS
-
Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- 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)
- Educational seminars/workshops
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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