Jordan Ethington, financial advisor Durham NC

Jordan Ethington

CRD Number: 6851068
Current Firm: Fidelity Personal And Workplace Advisors

Jordan Ethington (CRD# 6851068) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Durham, NC and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Investments Durham, NC Dec 2022 - Current 1
Lpl Financial LLC Fayetteville, NC May 2022 - Nov 2022 < 1
Cuna Brokerage Services, Inc. Waverly, IA Jan 2020 - Nov 2022 2
Cuna Mutual Group Waverly, IA Jan 2020 - Nov 2022 2
Uber Technologies, Inc. San Francisco, CA Sep 2021 - Oct 2021 < 1
Maverick Transportation Inc. North Little Rock, AR May 2019 - Jan 2020 < 1
Morgan Stanley Fayetteville, NC Oct 2018 - Apr 2019 < 1
Morgan Stanley Private Bank, N.a. New York, NY Oct 2018 - Apr 2019 < 1
First Command Financial Planning, Inc. Fort Worth, TX Jan 2018 - Jul 2018 < 1
First Command Advisory Services, Inc. Fort Worth, TX Jan 2018 - Jul 2018 < 1
First Command Insurance Services, Inc. Fort Worth, TX Jan 2018 - Jul 2018 < 1
First Command Financial Planning, Inc. Fort Worth, TX Aug 2017 - Jan 2018 < 1
Boy Scouts Of America Fayetteville, NC Jul 2016 - Dec 2017 1
Methodist University Fayetteville, NC Aug 2014 - May 2017 2
Northern Cardinal Artisanal Soaps Ltd Fayetteville, NC Mar 2016 - Mar 2017 1
Dhj Management Corporation Dba. Moe's Southwest Grill Fayetteville, NC May 2015 - Aug 2016 1
Fayetteville Technical Community College Fayetteville, NC Jan 2014 - May 2014 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2018
Contact Info for Jordan L. Ethington
Phone Number: 617-563-7000
Registered State(s):
  • NC
  • TX
By the Numbers
  • Total Assets Under Management
    818,776
    MILLIONS
  • Total Number of Accounts
    1,991,043
    ACCOUNTS
  • Average Account Value
    $411,230
Compensation Options
  • A percentage of assets under your management
  • 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
  • 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, VT, WA, WI, WV, WY

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