Jordan Topal, financial advisor Raleigh NC

Jordan Topal

CRD Number: 5045273
Current Firm: Wells Fargo Investment Institute, Inc.

Jordan Topal (CRD# 5045273) is an Investment Advisor Representative working at Wells Fargo Investment Institute, Inc. in Raleigh, NC and has over 11 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Wells Fargo Investment Institute, Inc. Raleigh, NC Nov 2021 - Current < 1
Wells Fargo Bank Raleigh, NC May 2014 - Oct 2021 7
City Of Raleigh Raleigh, NC Mar 2008 - Apr 2014 6
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2010
Contact Info for Jordan D. Topal
Phone Number: 704-715-1214
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    51,248
    MILLIONS
  • Total Number of Accounts
    16,271
    ACCOUNTS
  • Average Account Value
    $3,149,674
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
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, WY

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