Jordan Jensen (CRD# 6989538) is an Investment Advisor Representative working at Soltis Investment Advisors, LLC in Southlake, TX and has 1 year of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Soltis Investment Advisors LLC | Southlake, TX | Aug 2022 - Current | 1 |
| Capfinancial Securities LLC | Raleigh, NC | Jun 2018 - Aug 2022 | 4 |
| Captrust | Raleigh, NC | Jun 2018 - Aug 2022 | 4 |
| Northern Trust | Chicago, IL | Jul 2017 - Jun 2018 | < 1 |
| Elmhurst College | Elmhurst, IL | Aug 2016 - Jul 2017 | < 1 |
| Tranzact Technologies | Elmhurst, IL | May 2016 - Aug 2016 | < 1 |
| Elmhurst College | Elmhurst, IL | Aug 2013 - May 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2022 |
- CA
- NV
- TX
- UT
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Total Assets Under Management6,822MILLIONS
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Total Number of Accounts3,884ACCOUNTS
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Average Account Value$1,756,429
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AZ, CA, CO, CT, DC, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WY
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