Jordan Orvek, financial advisor Rochester NY

Jordan Orvek

CRD Number: 6622520
Current Firm: Ameriprise Financial Services, LLC

Jordan Orvek (CRD# 6622520) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Rochester, NY and has over 5 years of experience in the finance industry.

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Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name Location Dates Years
Ameriprise Financial Services, Inc. Rochester, NY Jan 2018 - Current 3
Lenovel Photograph Webster, NY Jul 2017 - Current 4
Rocky Mountain Granite Webster, NY Aug 2017 - Dec 2017 < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Hunt Valley, MD Mar 2016 - Jun 2017 1
Unemployed Walworth, NY Aug 2015 - Mar 2016 < 1
Rocky Mountain Granite And Marble Webster, NY Jun 1999 - Aug 2015 16
Liberty University Lynchburg, VA Oct 2013 - May 2015 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2016
S66 NASAA Uniform Combined State Law Examination May 2018
Contact Info for Jordan M. Orvek
Phone Number: 612-671-3131
Registered State(s):
  • NY
  • TX
By the Numbers
  • Total Assets Under Management
    374,305
    MILLIONS
  • Total Number of Accounts
    1,619,519
    ACCOUNTS
  • Average Account Value
    $231,121
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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