Rebecca Jean anne Jordan
Investment adviser representative at Mutual of Omaha Investor Services, Inc.
19 yearsExperience
1 stateRegistered in
$32MFirm assets
24 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 assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
19 years in the industry.
- Mutual of Omaha Investor Services, Inc.Feb 2021 to now
- Northern Lights Distributors, LLCAug 2020 to now
- Northwestern Mutual Investment Services, LLCOct 2019 to Jul 2020
- Michael F TewsOct 2019 to Jan 2020
- Securities America Advisors, Inc.Sep 2012 to Jul 2019
- Securities America, Inc.Jul 2007 to Jul 2019
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 1 state (NE).
Mutual of Omaha Investor Services, Inc.
$32MAssets managed
7,025Clients
280Advisers
24 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
- 5389890
- Firm CRD
- 611