Jonathan Jordan (CRD# 6240309) is an Investment Advisor Representative working at Confluence Financial Partners in Mcmurray, PA and has over 10 years of experience in the finance industry.
CRD# 3221992
Cetera Investment Advisers LLC
CRD# 5335512
Lpl Financial LLC
CRD# 1498908
Robert W. Baird & Company Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Confluence Wealth Services, Inc. | Pittsburgh, PA | Jul 2021 - Current | 2 |
| Raymond James Financial Services | Pittsburgh, PA | Apr 2015 - Jul 2021 | 6 |
| Raymond James Financial Services Advisors Inc. | Pittsburgh, PA | Apr 2015 - Jul 2021 | 6 |
| Pike Run Country Club | Jones Mills, PA | Jul 2015 - Mar 2020 | 4 |
| Wells Fargo Advisors Financial Network, LLC | Pittsburg, PA | Jun 2014 - Apr 2015 | < 1 |
| Excel Printing & Promotions | Pittsburgh, PA | Jan 2014 - Jun 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2014 |
- FL
- PA
- TX
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Total Assets Under Management3,056MILLIONS
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Total Number of Accounts8,055ACCOUNTS
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Average Account Value$379,330
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
AL, AZ, CA, CT, DE, FL, GA, HI, IL, IN, KY, LA, MA, MD, MI, MN, MO, NC, NH, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WI, WV
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