Jordan PalmerCRD 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.
Cetera Advisor Networks LLC
Equitable Advisors, LLC
Wells Fargo Clearing Services, LLC
|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|
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
Total Assets Under Management8,719MILLIONS
Total Number of Accounts60,796ACCOUNTS
Average Account Value$143,417
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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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