Jeffrey James Jordan
Investment adviser representative at Mariner
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$125.4BFirm assets
Are you Jeffrey James Jordan? 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Msec, LLCSep 2025 to now
- MarinerJul 2025 to now
- TIAAJan 2023 to Jul 2025
- TIAA-CREF Individual & Institutional Services, LLCJan 2023 to Jul 2025
- Fidelity Personal and Workplace AdvisorsJun 2021 to Dec 2022
- Fidelity Brokerage Services LLCMar 2016 to Dec 2022
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Mariner
Legal name: Mariner, LLC
$125.4BAssets managed
55,512Clients
991Advisers
20 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
- 6433521
- Firm CRD
- 140195