Jordan Andre (CRD# 6933391) is an Investment Advisor Representative working at Trueplan Benefit And Retirement Advisors in Rensselaer, NY and has over 5 years of experience in the finance industry. Jordan Andre has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6091481
The Ayco Company, LP
CRD# 5123632
Cetera Investment Advisers LLC
CRD# 2853423
Albanyadvisor Group LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Healthcare Community Securities Corp | Renssalear, NY | Sep 2021 - Current | 2 |
| Bank Of America Private Bank | Albany, NY | May 2019 - Aug 2021 | 2 |
| The Ayco Company, L.p./mercer Allied | Albany, NY | Nov 2017 - May 2019 | 1 |
| Syracuse University College Of Law | Syracuse, NY | Aug 2017 - Sep 2017 | < 1 |
| Double Play Community Center | Lowville, NY | May 2017 - Aug 2017 | < 1 |
| Hartwick College | Oneonta, NY | Sep 2013 - May 2017 | 3 |
| The Young Law Firm, Pllc | Lowville, NY | May 2016 - Aug 2016 | < 1 |
| Lewis Defenders, Pllc | Lowville, NY | May 2015 - Aug 2015 | < 1 |
| Dollar General | Lyons Falls, NY | Jul 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2018 |
| S63 | Uniform Securities State Law Examination | Aug 2021 |
- NY
-
Total Assets Under Management3,925MILLIONS
-
Total Number of Accounts105ACCOUNTS
-
Average Account Value$37,380,718
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
NJ, NY, PA
About Wealthminder
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 derived from SEC.gov data covering 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.
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.