Jordan Carol Larsen
Investment adviser representative at Commonwealth Financial Network
11 yearsExperience
2 statesRegistered in
$212.7BFirm assets
34 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 feeCommissions
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
11 years in the industry.
- Commonwealth Financial NetworkOct 2023 to now
- Trusted Wealth PartnersOct 2023 to now
- Securities America AdvisorsJun 2022 to Oct 2023
- Securities America, Inc.Jan 2021 to Oct 2023
- Moylan KroppJul 2019 to Oct 2023
- University of Central MissouriAug 2015 to Jul 2019
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (NE, TX).
Commonwealth Financial Network
Legal name: Commonwealth Equity Services, LLC
$212.7BAssets managed
360,488Clients
2,700Advisers
34 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
- 6495937
- Firm CRD
- 8032