Jordan Sisson, financial advisor Exton PA

Jordan Sisson

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Jordan T. Sisson
Phone Number: 610-363-2000
Registered State(s):
  • DE
  • FL
  • GA
  • PA
  • SC
By the Numbers
  • Total Assets Under Management
    366
    MILLIONS
  • Total Number of Accounts
    363
    ACCOUNTS
  • Average Account Value
    $1,007,111
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • 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
Types of Clients
Registered States

CA, DE, FL, GA, NC, NJ, NY, PA, SC, TX, VA

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