John JordanCRD Number: 3146837
Current Firm: Sagepoint Financial, Inc.
John Jordan (CRD# 3146837) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Maple Grove, MN and has over 7 years of experience in the finance industry.
Brown Wealth Management, LLC
Phillip James Financial Company
Allodium Investment Consultants, LLC
|Sagepoint Financial Inc.||Plymouth, MN||Dec 2015 - Current||1|
|The Prudential Insurance Company Of America||Maple Grove, MN||May 2009 - Dec 2015||6|
|Pruco Securities, LLC||Maple Grove, MN||May 2009 - Dec 2015||6|
|Anjeji Mercantile||Pepin, WI||Oct 2007 - Dec 2009||2|
|Prostaff||Maple Grove, MN||Mar 2008 - Mar 2009||1|
|Onbelay||Plymouth, MN||Mar 2008 - May 2008||< 1|
|Unemployed||Plymouth, MN||Dec 2006 - Oct 2007||< 1|
|Twin City Fan||Plymouth, MN||Oct 2006 - Dec 2006||< 1|
|Unemployed||Plymouth, MN||Nov 2005 - Oct 2006||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2009|
|S65||NASAA Investment Advisors Law Examination||Dec 2009|
Total Assets Under Management4,385MILLIONS
Total Number of Accounts23,011ACCOUNTS
Average Account Value$190,540
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Educational seminars/workshops
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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.