Jordan Lindsay, financial advisor Saint George UT

Jordan Lindsay

CRD Number: 6693819
Current Firm: Trek Financial

Jordan Lindsay (CRD# 6693819) is an Investment Advisor Representative working at Trek Financial in Saint George, UT and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Bcj Capital Management Scottsdale, AZ Jun 2019 - Current 2
Wells Fargo Clearing Services, LLC St. George, UT Nov 2016 - Jun 2019 2
Wells Fargo Bank, Na St. George, UT Dec 2009 - Jun 2019 9
Wells Fargo Advisors LLC St. George, UT Aug 2016 - Nov 2016 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2018
S63 Uniform Securities State Law Examination Oct 2016
Contact Info for Jordan M. Lindsay
Phone Number: (480) 483-1510
Registered State(s):
  • UT
By the Numbers
  • Total Assets Under Management
    1,296
    MILLIONS
  • Total Number of Accounts
    5,718
    ACCOUNTS
  • Average Account Value
    $226,735
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

AZ, CA, CO, CT, FL, GA, ID, NM, NV, OH, OR, SC, TX, UT, VA, WA, WI, WY

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