Darrick Jordan, financial advisor Venice FL
93 score

Darrick Jordan

CRD Number: 5612506
Current Firm: Suntrust Advisory Services, Inc.

Darrick Jordan (CRD# 5612506) is an Investment Advisor Representative working at Suntrust Advisory Services, Inc. in Venice, FL and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Suntrust Advisory Services Atlanta, GA Sep 2016 - Current 1
Suntrust Investment Services, Inc. Atlanta, GA Aug 2015 - Current 2
Suntrust Bank Venice, FL Aug 2015 - Current 2
Pnc Investments Pittsburgh, PA Feb 2013 - Aug 2015 2
Pnc Bank Pittsburgh, PA Feb 2013 - Aug 2015 2
Unemployed Delray Beach, FL Nov 2012 - Feb 2013 < 1
Wells Fargo Bank Na Boca Raton, FL Aug 2011 - Nov 2012 1
Wells Fargo Advisors LLC Boca Raton, FL Aug 2011 - Nov 2012 1
Pnc Investments Delray Beach, FL Nov 2009 - Aug 2011 1
National City Bank Delray Beach, FL Oct 2008 - Nov 2009 1
Natcity Investments, Inc. Cleveland, OH Oct 2008 - Nov 2009 1
National City Bank Delray Beach, FL Dec 2007 - Aug 2008 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2008
S65 NASAA Investment Advisors Law Examination May 2011
Contact Info for Darrick L. Jordan
Phone Number: 404-827-6461
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    17,726
    MILLIONS
  • Total Number of Accounts
    37,178
    ACCOUNTS
  • Average Account Value
    $476,799
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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