Jordan Alborn (CRD# 5622169) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Cedar Falls, IA and has over 15 years of experience in the finance industry. Jordan Alborn has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5204878
Cetera Investment Advisers LLC
CRD# 4720768
Ameriprise Financial Services, LLC
CRD# 4707696
Net Worth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameriprise Financial Services, LLC | Cedar Falls, IA | Jan 2021 - Current | 3 |
| Ameriprise Financial Services Inc. | Waterloo, IA | Jan 2021 - Jan 2021 | < 1 |
| Farmers State Bank | Waterloo, IA | Jun 2019 - Jan 2021 | 1 |
| Fsb Premier Wealth Management, Inc. | Waterloo, IA | Jan 2010 - Jan 2021 | 11 |
| Ameriprise Financial Services, LLC | Cedar Falls, IA | Mar 2020 - Mar 2020 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2009 |
- IA
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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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