Bjorn Jordan (CRD# 4366435) is an Investment Advisor Representative working at Cl Wealth Management LLC in Schaumburg, IL and has over 22 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 4846117
Hightower Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cl Wealth Management LLC | Brookhaven, GA | Jun 2019 - Current | 4 |
| Cabot Lodge Securities LLC | Schaumburg, IL | May 2019 - Current | 5 |
| Sandlapper Wealth Management, LLC | Greenville, SC | Jan 2008 - Dec 2020 | 12 |
| Sandlapper Securities, LLC | Greenville, SC | Jun 2014 - May 2019 | 4 |
| Colony Park Financial Services LLC | Cumming, GA | Oct 2002 - Jun 2014 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2001 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2007 |
- AL
- AK
- AZ
- AR
- CA
- CO
- CT
- DE
- DC
- FL
- GA
- HI
- ID
- IL
- IN
- IA
- KS
- MD
- MA
- MI
- MN
- MS
- MO
- MT
- NE
- NV
- NH
- NJ
- NM
- NY
- NC
- ND
- OH
- OK
- OR
- PA
- RI
- SC
- SD
- TX
- UT
- VA
- WA
- WV
- WI
- WY
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Total Assets Under Management533MILLIONS
-
Total Number of Accounts2,003ACCOUNTS
-
Average Account Value$265,993
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WV, WY
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