Jordan FowlerCRD Number: 5929498
Current Firm: Ubs Financial Services Inc.
Jordan Fowler (CRD# 5929498) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Pittsburgh, PA and has over 3 years of experience in the finance industry.
Wealthcare Capital Management LLC
C.b. Bond Financial Planning, Inc.
Nfp Advisor Services, LLC
|Ubs||Pittsburgh, PA||May 2015 - Current||2|
|Pnc Investments||Sharon, PA||Feb 2014 - May 2015||1|
|Pnc Bank||Sharon, PA||Feb 2014 - May 2015||1|
|Pnc Investments||Sharon, PA||Jun 2013 - Feb 2014||< 1|
|Darden Restaraunts||Washington, PA||Nov 2012 - Jun 2013||< 1|
|Sports Turf Direct||Finleyville, PA||Jun 2008 - Sep 2012||4|
|Allegheny College||Meadville, PA||Sep 2009 - May 2012||2|
|Allegheny College||Meadville, PA||Aug 2008 - May 2012||3|
|Merrill Lynch||Erie, PA||May 2011 - Aug 2011||< 1|
|Johnny's Drive Inn||West Elizabeth, PA||Dec 2007 - Jun 2008||< 1|
|Ringgold School District||Monongahela, PA||Aug 1995 - Jun 2008||12|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2014|
Total Assets Under Management358,253MILLIONS
Total Number of Accounts860,383ACCOUNTS
Average Account Value$416,388
- A percentage of assets under your management
- Hourly charges
- 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)
- Publication of periodicals or newsletters
- Security ratings or pricing services
- Educational seminars/workshops
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
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 of 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.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
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.