Jordan Urshan, financial advisor Hermantown MN
93 score

Jordan Urshan

CRD Number: 5342496
Current Firm: Securities America Advisors, Inc.

Jordan Urshan (CRD# 5342496) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Hermantown, MN and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Securities America Inc. La Vista, NE Oct 2010 - Current 6
Securities America Advisors Hermantown, MN Oct 2010 - Current 6
Securities America Inc. La Vista, NE Jul 2010 - Oct 2010 < 1
Urshan Retirement Group Inc. Hermantown, MN May 2009 - Jul 2010 1
St. Johns University Collegeville, MN Aug 2008 - May 2009 < 1
General Mills Golden Valley, MN May 2008 - Aug 2008 < 1
St. Johns University Collegeville, MN Aug 2007 - May 2008 < 1
Urshan Retirement Group Inc. Hermantown, MN May 2007 - Aug 2007 < 1
St. Johns University Collegeville, MN Aug 2006 - Aug 2007 1
Student Hermantown, MN Jul 2000 - Aug 2006 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2013
S63 Uniform Securities State Law Examination Sep 2010
Contact Info for Jordan D. Urshan
Phone Number: 402-399-9111
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    13,433
    MILLIONS
  • Total Number of Accounts
    92,356
    ACCOUNTS
  • Average Account Value
    $145,443
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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