Calvin Jordan (CRD# 7577526) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Palos Heights, IL and has 1 year of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a. | Palos Heights, IL | Dec 2022 - Current | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Palos Heights, IL | Jun 2022 - Current | 1 |
| Doordash, Inc. | San Francisco, CA | Dec 2021 - Jun 2022 | < 1 |
| Amazon.com, Inc. | Monee, IL | Jan 2021 - Dec 2021 | < 1 |
| Unemployed | Olympia Fields, IL | Jul 2020 - Jan 2021 | < 1 |
| Burbank Manor Apartment | Burbank, IL | Jan 2012 - Dec 2020 | 8 |
| Integrity (temp) | Joliet, IL | May 2020 - Jul 2020 | < 1 |
| Unemployed | Burbank, IL | Dec 2019 - May 2020 | < 1 |
| Benedictine University | Lisle, IL | Aug 2015 - Dec 2019 | 4 |
| Jewel-osco | Lisle, IL | Oct 2017 - Jul 2018 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2023 |
- IL
- TX
-
Total Assets Under Management1,271,594MILLIONS
-
Total Number of Accounts2,911,578ACCOUNTS
-
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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