Chasity Jordan, financial advisor Terre Haute IN
90 score

Chasity Jordan

CRD Number: 3005214
Current Firm: J.j.b. Hilliard, W.l. Lyons, LLC

Chasity Jordan (CRD# 3005214) is an Investment Advisor Representative working at J.j.b. Hilliard, W.l. Lyons, LLC in Terre Haute, IN and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
J.j.b. Hilliard, W.l. Lyons, LLC Terre Haute, IN Nov 1996 - Current 20
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2011
Contact Info for Chasity K. Jordan
Phone Number: 502-588-8400
Firm Website: http://www.hilliard.com
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    6,179
    MILLIONS
  • Total Number of Accounts
    21,382
    ACCOUNTS
  • Average Account Value
    $288,982
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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