Rhett Danford Jordan
Investment adviser representative at Sharebuilder 401k
20 yearsExperience
1 stateRegistered in
$0Firm assets
7 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Pension consulting
- Seminars and workshops
Experience
20 years in the industry.
- Sharebuilder 401kJun 2022 to now
- SharebuilderApr 2022 to now
- Sj TechnologiesApr 2020 to Mar 2022
- Classic CateringFeb 2019 to Mar 2020
- UnemployedDec 2016 to Jan 2019
- Capital One SharebuilderApr 2006 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (WA).
Sharebuilder 401k
Legal name: Sharebuilder Advisors, LLC
$0Assets managed
5,500Clients
17Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4951295
- Firm CRD
- 300537