Jordan Wold, financial advisor Hudson WI
90 score

Jordan Wold

CRD Number: 6269961
Current Firm: Voya Financial Advisors, Inc.

Jordan Wold (CRD# 6269961) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Hudson, WI and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Amery School District Amery, WI Sep 2016 - Current 1
Voya Financial Advisors Amery, WI Sep 2014 - Current 3
Bisco Industries Cedar Rapids, IA Jan 2010 - Mar 2015 5
Ing Financial Partners Amery, WI Jan 2014 - Sep 2014 < 1
Amery Golf Course Amery, WI Aug 2009 - Jan 2010 < 1
University Of Wisconsin Madison, WI Aug 2008 - Jun 2009 < 1
Huck Finn's On The Water La Crosse, WI Sep 2008 - Nov 2008 < 1
University Of Wisconsin La Crossse, WI Aug 2005 - May 2008 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2014
Contact Info for Jordan T. Wold
Phone Number: 1-800-356-2906
Registered State(s):
  • MN
  • WI
By the Numbers
  • Total Assets Under Management
    11,151
    MILLIONS
  • Total Number of Accounts
    59,860
    ACCOUNTS
  • Average Account Value
    $186,281
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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