Jon Jordan, financial advisor Kalispell MT
94 score

Jon Jordan

CRD Number: 6263338
Current Firm: Edward Jones
Jon Jordan (CRD# 6263338) is an Investment Advisor Representative working at Edward Jones in Kalispell, MT and has over 2 years of experience in the finance industry.
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Company Name Location Dates Years
Edward Jones St Louis, MO Nov 2013 - Current 3
Nomad Global Communication Solutions, Inc. Columbia Falls, MT Jul 2009 - Oct 2013 4
Artisans Doors And Millwork Kalispell, MT Jan 2008 - Jul 2009 1
Sandry Construction Company, Inc. Big Fork, MT Feb 2007 - Jan 2008 < 1
Johnny Carinos Missoula, MT Sep 2004 - Dec 2006 2
Dj&a Surveyor's Missoula, MT May 2006 - Sep 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2014
Contact Info for Jon J. Jordan
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
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
94
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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