Jordan SissonCRD Number: 7410061
Current Firm: Warren Financial Service
Jordan Sisson (CRD# 7410061) is an Investment Advisor Representative working at Warren Financial Service in Exton, PA and has 1 year of experience in the finance industry.
Affinity Wealth Management LLC
Oppenheimer & Company Inc.
Planning Capital Management Corp.
|Warren Financial Service & Associates, Inc.||Exton, PA||Dec 2020 - Current||1|
|Pj Ryan's Pub||Phoenixville, PA||Oct 2016 - Nov 2020||4|
|10 Red Design||Skaneateles, NY||Aug 2015 - Sep 2016||1|
|Skaneateles Country Club||Skaneateles, NY||Apr 2014 - Jul 2015||1|
|Tampa Bay Golf & Country Club||Tampa Bay, FL||Sep 2013 - Mar 2014||< 1|
|Skaneateles Country Club||Skaneateles, NY||Apr 2011 - Aug 2013||2|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jul 2021|
Total Assets Under Management366MILLIONS
Total Number of Accounts363ACCOUNTS
Average Account Value$1,007,111
- A percentage of assets under your management
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, DE, FL, GA, NC, NJ, NY, PA, SC, TX, VA
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