Dominique Jordan, financial advisor Woodland Hills CA
89 score

Dominique Jordan

CRD Number: 5368332
Current Firm: Morgan Stanley

Dominique Jordan (CRD# 5368332) is an Investment Advisor Representative working at Morgan Stanley in Woodland Hills, CA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Oxnard, CA Jun 2013 - Current 3
Georgetown University Washington, DC May 2009 - May 2013 4
Morgan Stanley Smith Barney Woodland Hills, CA Jun 2012 - Aug 2012 < 1
Georgetown University Washington, DC Aug 2011 - May 2012 < 1
Northwestern Mutual Washington, DC May 2011 - Jun 2011 < 1
Merill Lynch Los Angeles, CA Oct 2006 - Aug 2010 3
Verbum Dei High Shcool Los Angeles, CA May 2005 - May 2009 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2013
Contact Info for Dominique B. Jordan
Phone Number: 914-225-5510
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    535,890
    MILLIONS
  • Total Number of Accounts
    1,563,538
    ACCOUNTS
  • Average Account Value
    $342,742
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • 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, 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, VI, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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