Jordan Arnold (CRD# 6330949) is an Investment Advisor Representative working at Instrumental Wealth, LLC in Tampa, FL and has over 9 years of experience in the finance industry.
CRD# 3229164
Commonwealth Financial Network
CRD# 5969810
Cambridge Investment Research Advisors, Inc.
CRD# 843581
Financial Guidance Group, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Instrumental Wealth LLC | Tampa, FL | Mar 2021 - Current | 3 |
| Northwestern Mutual Life Insurance Co | Milwaukee, WI | Feb 2017 - Current | 7 |
| Northwestern Mutual Wealth Management Company | Milwaukee, WI | Apr 2017 - Mar 2021 | 3 |
| Northwestern Mutual Investment Services LLC | Tampa, FL | Jul 2014 - Mar 2021 | 6 |
| Northwestern Mutual Wealth Management Company | Milwaukee, WI | Jan 2016 - Feb 2017 | 1 |
| Cedric Powell | Tampa, FL | Jul 2014 - Feb 2017 | 2 |
| Northwestern Mutual Investment Services LLC | Tampa, FL | Jul 2015 - Mar 2016 | < 1 |
| University Of Central Florida | Orlando, FL | Jun 2009 - May 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2015 |
| S63 | Uniform Securities State Law Examination | Sep 2014 |
- FL
-
Total Assets Under Management345MILLIONS
-
Total Number of Accounts1,888ACCOUNTS
-
Average Account Value$182,918
- A percentage of assets under your management
- 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
CA, FL, LA, MD, MI, NC, PA, SC, TN, TX
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