Jordan Wilson, financial advisor Ellicott City MD
90 score

Jordan Wilson

CRD Number: 6176787
Current Firm: Kalos Management

Jordan Wilson (CRD# 6176787) is an Investment Advisor Representative working at Kalos Management in Ellicott City, MD and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Kalos Capital Alpharetta, GA Mar 2013 - Current 3
Steven M. Molesky And Associates Ellicott City, MD Mar 2013 - Current 3
Bechtel Corporation Frederick, MD Jun 2006 - Feb 2013 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2013
Contact Info for Jordan S. Wilson
Phone Number: 678-356-1100
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    358
    MILLIONS
  • Total Number of Accounts
    3,787
    ACCOUNTS
  • Average Account Value
    $94,470
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
  • Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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