Jordan Palmer, financial advisor South Jordon UT

Jordan Palmer

CRD Number: 6724238
Current Firm: Prudential Financial Planning Services

Jordan Palmer (CRD# 6724238) is an Investment Advisor Representative working at Prudential Financial Planning Services in South Jordon, UT and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Pruco Securities, LLC South Jordan, UT Aug 2020 - Current < 1
The Prudential Insurance Company Of America South Jordan, UT Aug 2020 - Current < 1
Mml Investors Services Lehi, UT Aug 2019 - Jul 2020 < 1
Mass Mutual Life Insurance Company Lehi, UT Feb 2019 - Jul 2020 1
Fidelity Personal And Workplace Advisors American Fork, UT Jul 2018 - Nov 2018 < 1
Fidelity Brokerage Services, LLC American Fork, UT Oct 2016 - Nov 2018 2
Progressive Leasing, LLC Draper, UT Mar 2016 - Nov 2016 < 1
Palmer Book Keeping, LLC South Jordan, UT Feb 2016 - Nov 2016 < 1
Momentum Business Concepts Salt Lake City, UT Feb 2016 - Mar 2016 < 1
Comcast Cable Corporation Sandy, UT Oct 2013 - Feb 2016 2
Complex Fabricators Corporation West Valley City, UT Oct 2013 - Nov 2013 < 1
Mexico City East Mission Mexico City, Sep 2011 - Sep 2013 2
Lambourne Landscaping And Maintenance, LLC Riverton, UT Apr 2009 - Sep 2011 2
Snow College Tutoring Center Ephraim, UT Sep 2010 - Apr 2011 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2018
S63 Uniform Securities State Law Examination Dec 2016
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Jordan M. Palmer
Phone Number: 800-235-7637
Registered State(s):
  • UT
By the Numbers
  • Total Assets Under Management
    8,719
    MILLIONS
  • Total Number of Accounts
    60,796
    ACCOUNTS
  • Average Account Value
    $143,417
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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