Stephen Jordan (CRD# 7458571) is an Investment Advisor Representative working at Alchemi Wealth, LLC in Essex, CT and has over 2 years of experience in the finance industry.
CRD# 5089860
Lansdowne Wealth Management, LLC
CRD# 4579297
Upper Left Wealth Management, LLC
CRD# 5623606
Citizens Securities, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Alchemi Wealth, LLC | Essex, CT | Sep 2023 - Current | < 1 |
| Financial Resources Group, LLC | Glastonbury, CT | Oct 2021 - Sep 2023 | 1 |
| William Raveis Real Estate | Glastonbury, CT | Jan 2021 - Nov 2021 | < 1 |
| Na | Na, XX | Apr 2019 - Jan 2021 | 1 |
| Churchill Asset Management | New York, NY | Feb 2016 - Apr 2019 | 3 |
| Antares Capital (ge Capital) | New York, NY | Aug 2014 - Jan 2016 | 1 |
| General Electric Co | Fairfield, CT | Jul 2011 - Aug 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2021 |
- CT
-
Total Assets Under Management209MILLIONS
-
Total Number of Accounts969ACCOUNTS
-
Average Account Value$216,032
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CT, MA
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