Jordan Sathoff, financial advisor Mount Pleasant IA
90 score

Jordan Sathoff

CRD Number: 6060553
Current Firm: Investment Advisors Corp

Jordan Sathoff (CRD# 6060553) is an Investment Advisor Representative working at Investment Advisors Corp in Mount Pleasant, IA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Broker Dealer Financial Service Co West Des Moines, IA Jul 2016 - Current < 1
Cambridge Investment Research Advisors Inc. Fairfield, IA May 2013 - Jun 2016 3
Cambridge Investment Research, Inc. Fairfield, IA Oct 2012 - Jun 2016 3
Cambridge Investment Research, Inc. Fairfield, IA Apr 2012 - Jun 2016 4
Wartburg College Waverly, IA Sep 2008 - May 2012 3
Pilot Grove Savings Bank Packwood, IA Jun 2011 - Sep 2011 < 1
Wartburg College Waverly, IA Sep 2010 - May 2011 < 1
Bovard Studio Inc. Fairfield, IA Jun 2010 - Sep 2010 < 1
Wartburg College Waverly, IA Sep 2009 - May 2010 < 1
Bovard Studio Inc. Fairfield, IA Jun 2009 - Sep 2009 < 1
Wartburg College Waverly, IA Sep 2008 - May 2009 < 1
Unemployed Packwood, IA May 2008 - Sep 2008 < 1
Pilot Grove Savings Bank Packwood, IA Aug 2007 - May 2008 < 1
Pekin High School Packwood, IA Aug 2004 - May 2008 3
Pekin Community High School Packwood, IA Jun 2007 - Aug 2007 < 1
Unemployed Packwood, IA Aug 2006 - Jun 2007 < 1
Pekin Community High School Packwood, IA Jun 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2013
Contact Info for Jordan M. Sathoff
Phone Number: 515-727-6700
Registered State(s):
  • IA
By the Numbers
  • Total Assets Under Management
    554
    MILLIONS
  • Total Number of Accounts
    4,511
    ACCOUNTS
  • Average Account Value
    $122,763
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • 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, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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