Jordan Mary Shuck
Investment adviser representative at Choreo, LLC
10 yearsExperience
1 stateRegistered in
$19.1BFirm assets
14 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Choreo, LLCSep 2022 to now
- Bistro 14May 2022 to Jul 2022
- Fairfield UniversityAug 2021 to May 2022
- Merrill LynchMay 2021 to Aug 2021
- Fairfield UniversityAug 2020 to May 2021
- Fairfield University RecplexAug 2020 to May 2021
- Merrill LynchMay 2020 to Aug 2020
- Fairfield UniversityAug 2019 to May 2020
- Fairfield University RecplexAug 2019 to May 2020
- Garrett Park Swimming PoolMay 2019 to Aug 2019
- Fairfield UniversityAug 2018 to May 2019
- Garrett Park Swimming PoolMay 2018 to Aug 2018
- Academy of the Holy CrossAug 2017 to May 2018
- Garrett Park Swimming PoolMay 2017 to Aug 2017
- Academy of the Holy CrossAug 2016 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (MD).
Choreo, LLC
$19.1BAssets managed
6,891Clients
149Advisers
14 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
- 7266012
- Firm CRD
- 111221