Jordan TopalCRD 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.
Ae Wealth Management, LLC
Townsend Asset Management Corp.
Raymond James & Associates, Inc.
|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|
Total Assets Under Management51,248MILLIONS
Total Number of Accounts16,271ACCOUNTS
Average Account Value$3,149,674
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
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