Jonathan Jordan, financial advisor Pittsburgh PA
89 score

Jonathan Jordan

CRD Number: 6240309
Current Firm: Raymond James Financial Services Advisors, Inc.

Jonathan Jordan (CRD# 6240309) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Pittsburgh, PA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Pike Run Country Club Jones Mills, PA Jul 2015 - Current 1
Raymond James Financial Services Pittsburgh, PA Apr 2015 - Current 1
Raymond James Financial Services Advisors Inc. Pittsburgh, PA Apr 2015 - Current 1
Confluence Financial Partners Pittsburgh, PA Jun 2014 - Current 2
Wells Fargo Advisors Financial Network, LLC Pittsburg, PA Jun 2014 - Apr 2015 < 1
Excel Printing & Promotions Pittsburgh, PA Jan 2014 - Jun 2014 < 1
Federated Investors Inc. Pittsburgh, PA Aug 2013 - Nov 2013 < 1
Federated Securities Corp Pittsburgh, PA Aug 2013 - Nov 2013 < 1
Fox Chapel Golf Club Pittsburgh, PA Jun 2004 - Aug 2013 9
Allegheny College Meadville, PA Oct 2012 - May 2013 < 1
Allegheny College Meadville, PA Aug 2009 - May 2013 3
James Madison University Harrisonburg, VA Aug 2008 - May 2009 < 1
Fox Chapel Area High School Pittsburgh, PA Aug 2004 - Jun 2008 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2014
Contact Info for Jonathan H. Jordan
Phone Number: 727-567-5877
Registered State(s):
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    64,210
    MILLIONS
  • Total Number of Accounts
    224,839
    ACCOUNTS
  • Average Account Value
    $285,581
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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