Jordan McClain, financial advisor Greenwood IN
89 score

Jordan McClain

CRD Number: 6204220
Current Firm: Brokers Financial

Jordan McClain (CRD# 6204220) is an Investment Advisor Representative working at Brokers Financial in Greenwood, IN and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Brokers International Financial Services Greenwood, IN Jun 2013 - Current 3
Benham Advisory Group Greenwood, IN Feb 2013 - Current 3
Electrical Power Technicians Mooresville, IN Jan 2012 - Jan 2013 1
Atc Electric Indianapolis, IN Jan 2012 - Feb 2012 < 1
Sears Greenwood, IN Aug 2011 - Dec 2011 < 1
Sears Wilmore, KY Aug 2010 - Aug 2011 1
Asbury Theological Seminary Wilmore, KY Aug 2010 - May 2011 < 1
Dye's Walk Country Club Greenwood, IN Mar 2010 - Aug 2010 < 1
Signature Flight Support Indianapolis, IN Nov 2009 - Mar 2010 < 1
Dye's Walk Country Club Greenwood, IN May 2009 - Nov 2009 < 1
Huntington University Huntington, IN Aug 2007 - May 2009 1
Huntington University Huntington, IN Feb 2007 - May 2009 2
Dye's Walk Country Club Greenwood, IN May 2008 - Aug 2008 < 1
Rose-hulman Institute Of Technology Terre Haute, IN Aug 2005 - Dec 2006 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2013
S65 NASAA Investment Advisors Law Examination Aug 2013
Contact Info for Jordan A. McClain
Phone Number: 641-755-4635
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    167
    MILLIONS
  • Total Number of Accounts
    1,753
    ACCOUNTS
  • Average Account Value
    $95,501
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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