Jordan Slack, financial advisor Sarasota FL
88 score

Jordan Slack

CRD Number: 6056398
Current Firm: Global Financial Private Capital, LLC

Jordan Slack (CRD# 6056398) is an Investment Advisor Representative working at Global Financial Private Capital, LLC in Sarasota, FL and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Global Financial Private Capital, LLC Sarasota, FL Feb 2014 - Current 2
Unemployed Sarasota, FL Oct 2013 - Feb 2014 < 1
Wells Fargo Advisor Finet Painted Post, NY Apr 2012 - Oct 2013 1
Umemployed Corning, NY Jan 2012 - Apr 2012 < 1
Macys Horseheads, NY Oct 2011 - Jan 2012 < 1
Unemployed Corning, NY Sep 2011 - Oct 2011 < 1
Southeast Steuben County Library Corning, NY Jul 2010 - Sep 2011 1
Corning Community College Corning, NY Aug 2007 - Aug 2010 3
Home School Corning, NY Aug 2006 - Aug 2007 1
Home School Sanford, FL Feb 2004 - Aug 2006 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2014
S63 Uniform Securities State Law Examination Mar 2016
Contact Info for Jordan M. Slack
Phone Number: 866-641-2186
Firm Website: http://www.gf-pc.com
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    5,864
    MILLIONS
  • Total Number of Accounts
    66,671
    ACCOUNTS
  • Average Account Value
    $87,959
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)
  • 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, 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

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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