Jordan Foreman (CRD# 6947617) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Springfield, OH and has over 2 years of experience in the finance industry.
CRD# 7298322
Truly Prosper Financial Planning LLC
CRD# 2930449
Primerica Advisors
CRD# 4903661
Fifth Third Securities, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Ameriprise Financial Services, LLC | Springfield, OH | May 2018 - Current | 6 |
Northeastern Local School District | Springfield, OH | Jan 2019 - May 2022 | 3 |
Shiftology Communication (wilt Pr) | Springfield, OH | Jun 2016 - May 2018 | 1 |
The Ohio State University | Columbus, OH | Aug 2013 - May 2018 | 4 |
Cvs | Columbus, OH | Sep 2016 - Aug 2017 | < 1 |
Girls Scouts Of The Nation's Capital | Washington Dc, DC | Jan 2017 - May 2017 | < 1 |
Springfield Regional Medical Center | Springfield, OH | Jun 2014 - Aug 2016 | 2 |
Ohio State Dining Services (ohio Union) | Columbus, OH | Mar 2016 - Jun 2016 | < 1 |
Giant Eagle | Columbus, OH | Sep 2014 - Jun 2015 | < 1 |
Coaches Club Cafe | Columbus, OH | Sep 2013 - Jun 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jun 2021 |
- OH
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Total Assets Under Management479,794MILLIONS
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Total Number of Accounts2,284,921ACCOUNTS
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Average Account Value$209,983
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, 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, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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