Jordan Smith (CRD# 6423728) is an Investment Advisor Representative working at Money Concepts Advisory Service in Monroe, LA and has over 7 years of experience in the finance industry.
CRD# 2761038
Edward Jones
CRD# 4128449
Argent Advisors, Inc.
CRD# 6466856
Brookstone Capital Management LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Money Concepts Capital Corp | Palm Beach Gardens, FL | Aug 2021 - Current | 2 |
| Jordan Smith Insurance Agency LLC | Longview, TX | Nov 2018 - Jun 2021 | 2 |
| Fletcher Financial Group | Monroe, LA | Aug 2015 - Oct 2018 | 3 |
| Nylife Securities LLC | Monroe, LA | Jul 2015 - Apr 2016 | < 1 |
| New York Life Insurance Company | Monroe, LA | May 2015 - Apr 2016 | < 1 |
| Unemployed | Monroe, LA | Mar 2015 - May 2015 | < 1 |
| Merrill Lynch | Monroe, LA | Dec 2014 - Mar 2015 | < 1 |
| Cojo Manufacturing | Rayville, LA | May 2014 - Nov 2014 | < 1 |
| River Grill | Monroe, LA | Apr 2012 - Nov 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2016 |
- LA
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Total Assets Under Management2,904MILLIONS
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Total Number of Accounts14,363ACCOUNTS
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Average Account Value$202,187
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
VI
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