Jordan Kelch (CRD# 7819166) is an Investment Advisor Representative working at Midwestern Securities Trading Company,llc in Toulon, IL and has 1 year of experience in the finance industry.
CRD# 4746685
Rp Zeigler Investment Services
CRD# 6046057
Osaic Wealth, Inc.
CRD# 5452561
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Midwestern Securities Trading Company | East Peoria, IL | Mar 2024 - Current | < 1 |
| State Bank Of Toulon | Toulon, IL | Aug 2023 - Current | < 1 |
| Schauble Realty | Peoria, IL | Dec 2022 - Aug 2023 | < 1 |
| Keller Williams Premier Realty | Peoria, IL | Sep 2021 - Dec 2022 | 1 |
| Lowe's Companies | Bloomington, IL | Nov 2020 - Sep 2021 | < 1 |
| Home Depot | Peoria, IL | Feb 2011 - Nov 2020 | 9 |
| Home Depot | Peru, IL | Feb 2011 - Nov 2020 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2024 |
- IL
-
Total Assets Under Management1,263MILLIONS
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Total Number of Accounts8,452ACCOUNTS
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Average Account Value$149,433
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AL, AR, AZ, CA, CO, CT, FL, GA, IA, ID, IL, IN, KS, KY, MA, MD, MI, MN, MO, NC, NE, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WV
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