Elizabeth Jordan, financial advisor Newport News VA
93 score

Elizabeth Jordan

CRD Number: 2991457
Current Firm: Morgan Stanley

Elizabeth Jordan (CRD# 2991457) is an Investment Advisor Representative working at Morgan Stanley in Newport News, VA and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Current 1
Morgan Stanley Smith Barney LLC Newport News, VA Jan 2015 - Current 1
Morgan Stanley Smith Barney LLC Williamsburg, VA Jan 2014 - Jan 2015 1
Ubs Financial Services, Inc. Westport, CT Mar 2012 - Dec 2013 1
Unemployed Westport, CT Apr 2010 - Mar 2012 1
Franklin Templeton San Mateo, CA Jul 2009 - Apr 2010 < 1
Kelly Services San Mateo, CA May 2009 - Jul 2009 < 1
Unemployed San Mateo, CA Apr 2008 - May 2009 1
Lehman Brothers New York, NY Mar 2004 - Apr 2008 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2001
S66 NASAA Uniform Combined State Law Examination Nov 2012
Contact Info for Elizabeth C. Jordan
Phone Number: 914-225-5510
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    535,890
    MILLIONS
  • Total Number of Accounts
    1,563,538
    ACCOUNTS
  • Average Account Value
    $342,742
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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