Jordan Foster, financial advisor Olivette MO

Jordan Foster

CRD Number: 7036871
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Jordan Foster (CRD# 7036871) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Olivette, MO and has over 3 years of experience in the finance industry.

Similar Advisors
William Meyer, financial advisor Olivette MO
William L. Meyer
CRD# 1018380
Cutter & Company, Inc.
Similar Advisors
Craig Toberman, financial advisor Olivette MO
Craig A. Toberman
CRD# 6306558
Toberman Becker Wealth, LLC
Similar Advisors
Zachary Han, financial advisor Olivette MO
Zachary H. Han
CRD# 5259774
Moneta Group Investment Advisors, LLC
Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner & Smith Incorporated Belleville, IL Dec 2021 - Current 2
Bank Of America N.a. Belleville, IL Dec 2021 - Current 2
Midland States Bank Saint Louis, MO Jun 2021 - Dec 2021 < 1
Jpmorgan Chase Bank, N.a. Saint Louis, MO Aug 2020 - Jun 2021 < 1
J.p. Morgan Securities LLC Saint Louis, MO Aug 2020 - Jun 2021 < 1
Td Ameritrade Inc. Saint Louis, MO Dec 2019 - Aug 2020 < 1
Bank Of America, N.a. Clayton, MO Apr 2019 - Nov 2019 < 1
Merrill Lynch, Pierce, Fenner & Smith Inc. Clayton, MO Nov 2018 - Apr 2019 < 1
Bank Of America Clayton, MO Sep 2016 - Nov 2018 2
Anchor Moving Co Saint Louis, MO Aug 2016 - Aug 2016 < 1
Unemployed Hazelwood, MO Jul 2016 - Jul 2016 < 1
Bank Of America, N.a. Clayton, MO Feb 2016 - Jun 2016 < 1
Vantage Credit Union San Louis, MO Oct 2015 - Jan 2016 < 1
Commerce Bank N.a. Creve Couer, MO Nov 2008 - Oct 2015 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2020
S66 NASAA Uniform Combined State Law Examination Apr 2022
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Jordan C. Foster
Phone Number: 800-637-7455
Registered State(s):
  • MO
  • TX
By the Numbers
  • Total Assets Under Management
    1,271,594
    MILLIONS
  • Total Number of Accounts
    2,911,578
    ACCOUNTS
  • Average Account Value
    $436,737
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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, 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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.