Elizabeth Jordan
CRD Number: 2991457Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Elizabeth Jordan (CRD# 2991457) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Williamsburg, VA and has over 22 years of experience in the finance industry.
CRD# 6157085
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2605269
Davenport & Company LLC
CRD# 2396863
Pathway Financial Planning, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a. | Williamsburg, VA | Dec 2019 - Current | 4 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Williamsburg, VA | Oct 2019 - Current | 4 |
| Morgan Stanley Private Bank, National Association | New York, NY | Jan 2015 - Oct 2019 | 4 |
| Morgan Stanley Smith Barney LLC | Newport News, VA | Jan 2015 - Oct 2019 | 4 |
| Morgan Stanley Smith Barney LLC | Williamsburg, VA | Jan 2014 - Jan 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2001 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2012 |
- VA
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Total Assets Under Management1,271,594MILLIONS
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Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- 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
AK, AL, AR, 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, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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