Jordan Wedell, financial advisor Franklin TN

Jordan Wedell

CRD Number: 6685737
Current Firm: Southwestern Investment Advisory Services, Inc.

Jordan Wedell (CRD# 6685737) is an Investment Advisor Representative working at Southwestern Investment Advisory Services, Inc. in Franklin, TN and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Southwestern Investment Advisory Services Franklin, TN Mar 2017 - Current 4
Southwestern Investment Group Franklin, TN Mar 2017 - Current 4
Raymond James Financial Services,inc Franklin, TN Jul 2016 - Current 5
Paradigm 5 Nashville, TN Feb 2015 - Jun 2016 1
Ibt Partners West Dundee, IL Jan 2014 - Feb 2015 1
Banccard Of America, Inc. Nashville, TN Mar 2013 - Nov 2013 < 1
3rd Home Nashville, TN Sep 2012 - Mar 2013 < 1
Southwestern Company Nashville, TN Aug 2010 - Sep 2012 2
Lot Ticket Office Lexington, KY Dec 2007 - Jun 2012 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2017
Contact Info for Jordan J. Wedell
Phone Number: 615-861-6100
Registered State(s):
  • AL
  • TN
  • TX
By the Numbers
  • Total Assets Under Management
    3,742
    MILLIONS
  • Total Number of Accounts
    20,932
    ACCOUNTS
  • Average Account Value
    $178,761
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
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, VI, VT, WA, WI, WV, WY

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