Jordan Palmer (CRD# 6724238) is an Investment Advisor Representative working at Cuso Financial Services in Salt Lake City, UT and has over 7 years of experience in the finance industry.
CRD# 4683570
Cetera Investment Advisers LLC
CRD# 1870699
Five Seasons Financial Planning LLC
CRD# 3037835
Rock House Financial
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cuso Financial Services, LP | San Diego, CA | May 2022 - Current | 1 |
| Pruco Securities, LLC | South Jordan, UT | Aug 2020 - May 2022 | 1 |
| Prudential Insurance Company Of America | South Jordan, UT | Aug 2020 - May 2022 | 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 |
| 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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- UT
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Total Assets Under Management4,665MILLIONS
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Total Number of Accounts26,968ACCOUNTS
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Average Account Value$172,978
- A percentage of assets under your management
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- Educational seminars/workshops
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