Jordan Joseph Arnold
Investment adviser representative at Instrumental Wealth, LLC
12 yearsExperience
2 statesRegistered in
$508MFirm assets
6 yearsFirm in business
Are you Jordan Joseph Arnold? Claim your profile
Contact this firm
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.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Instrumental Wealth, LLCMar 2021 to now
- Northwestern Mutual Wealth Management CompanyApr 2017 to Feb 2021
- Northwestern Mutual Life Insurance CoFeb 2017 to Mar 2021
- Northwestern Mutual Wealth Management CompanyJan 2016 to Feb 2017
- Northwestern Mutual Investment Services LLCJul 2014 to Mar 2021
- Cedric PowellJul 2014 to Feb 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Instrumental Wealth, LLC
$508MAssets managed
573Clients
5Advisers
6 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
- 6330949
- Firm CRD
- 310788