Jordan Alvarez (CRD# 6691962) is an Investment Advisor Representative working at Eagle Strategies LLC in Wyoming, MI and has over 6 years of experience in the finance industry.
CRD# 6504831
Advisory Alpha, LLC
CRD# 4414566
J.p. Morgan Securities LLC
CRD# 4187403
Stewardship Trust Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Connected Financial Strategies, LLC | Grand Rapids, MI | Jan 2022 - Current | 2 |
| Eagle Strategies LLC | Grand Rapids, MI | Jun 2021 - Current | 2 |
| Nylife Securities LLC | Grand Rapids, MI | Feb 2017 - Current | 7 |
| New York Life Insurance Company | Grand Rapids, MI | Jul 2016 - Current | 7 |
| Jde Concrete | Grandville, MI | May 2010 - Oct 2016 | 6 |
| Mervenne Beverage | Holland, MI | Feb 2012 - Jun 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2017 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2021 |
- MI
-
Total Assets Under Management20,358MILLIONS
-
Total Number of Accounts95,287ACCOUNTS
-
Average Account Value$213,647
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, WY
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