Jordan LinnCRD Number: 2664439
Current Firm: One Wealth Management
Jordan Linn (CRD# 2664439) is an Investment Advisor Representative working at One Wealth Management in Miami Beach, FL and has over 23 years of experience in the finance industry.
Genesis Wealth Management, Inc.
Efg Asset Management (americas) Corp.
Mml Investors Services, LLC
|One Wealth Management Investment And Advisory Services, LLC||Miami Beach, FL||Sep 2017 - Current||6|
|Argentus Advisors, LLC||Gig Harbor, WA||Jul 2011 - Oct 2019||8|
|One Wealth Management Investment And Advisory Services||San Francisco, CA||Aug 2017 - Feb 2018||< 1|
|Argentus Securities, LLC||Aventura, FL||Sep 2012 - Feb 2014||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1999|
|S65||NASAA Investment Advisors Law Examination||Aug 2008|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management104MILLIONS
Total Number of Accounts317ACCOUNTS
Average Account Value$329,640
- 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
- Pension consulting services
AZ, CA, FL, IL, KS, NH, NY, TX, WA
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