Jordan Wamsley (CRD# 7665634) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Ogden, UT and has 1 year of experience in the finance industry.
CRD# 3037835
Rock House Financial
CRD# 1260613
Stratos Wealth Partners, Ltd
CRD# 5073773
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a. | Ogden, UT | Feb 2023 - Current | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Ogden, UT | Nov 2022 - Current | 1 |
| Western Governors University | Salt Lake City, UT | Jun 2018 - Current | 5 |
| Us Army Reserve | Ogden, UT | Mar 2012 - Current | 12 |
| Go1 | Salt Lake City, UT | Feb 2022 - Jun 2022 | < 1 |
| Cohley | Salt Lake City, UT | Aug 2021 - Feb 2022 | < 1 |
| Lucid Software | Salt Lake City, UT | Nov 2020 - Jul 2021 | < 1 |
| Marketstar | Ogden, UT | Jan 2019 - Nov 2020 | 1 |
| Trugolf | Centerville, UT | Aug 2017 - Dec 2018 | 1 |
| Diesel Power Gear | Bountiful, UT | Feb 2017 - Aug 2017 | < 1 |
| Intermountain Health Care | Ogden, UT | Apr 2014 - Mar 2017 | 2 |
| Weber State University | Ogden, UT | Jan 2016 - May 2016 | < 1 |
| Weber State University | Ogden, UT | Aug 2014 - Dec 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2023 |
- TX
- UT
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Total Assets Under Management1,271,594MILLIONS
-
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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