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.
Phillip James Financial Company
Allodium Investment Consultants, LLC
Epiq Partners, 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
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