Thomas JordanCRD Number: 5396287
Current Firm: Msi Financial Services, Inc.
Thomas Jordan (CRD# 5396287) is an Investment Advisor Representative working at Msi Financial Services, Inc. in Spokane, WA and has over 9 years of experience in the finance industry.
Selkirk Wealth Advisors, LLC
Allegro Wealth Management, Inc.
Voya Financial Advisors, Inc.
|Metlife Securities, Inc.||Spokane, WA||Nov 2015 - Current||1|
|Northwestern Mutual Investment Services, LLC||Spokane, WA||Oct 2013 - Nov 2015||2|
|Northwestern Mutual Investment Services LLC||Spokane, WA||Dec 2007 - Nov 2015||7|
|Northwestern Mutual Life Insurance Company||Milwaukee, WI||Jul 2007 - Nov 2015||8|
|Excelsior||Albany, NY||Aug 2006 - Jun 2007||< 1|
|Us Navy||Everett, WA||Dec 2002 - Feb 2007||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2008|
|S65||NASAA Investment Advisors Law Examination||Oct 2013|
Total Assets Under Management13,804MILLIONS
Total Number of Accounts105,831ACCOUNTS
Average Account Value$130,432
- 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)
- Educational seminars/workshops
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV