Jordan Galvin (CRD# 5790360) is an Investment Advisor Representative working at Galvin, Gaustad & Stein, LLC in Scottsdale, AZ and has over 13 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Galvin Gaustad & Stein, LLC | Scottsdale, AZ | Apr 2017 - Current | 7 |
| Galvin Gaustad & Stein, LLC | Scottsdale, AZ | Mar 2015 - Apr 2017 | 2 |
| Foothill Securities Inc. | Scottsdale, AZ | Mar 2015 - Dec 2016 | 1 |
| Diversified Investment Services | Anaheim Hills, CA | Oct 2012 - Feb 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2010 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2014 |
- AZ
- CO
-
Total Assets Under Management1,192MILLIONS
-
Total Number of Accounts1,942ACCOUNTS
-
Average Account Value$613,725
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
AZ, CA, CO, FL, HI, ID, NH, NM, NV, NY, OH, OR, PA, TX, WA
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