Jordan Mikal Hall
Investment adviser representative at Stoker Ostler, A Part of BMO Financial Group
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$3.7BFirm assets
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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
- Seminars and workshops
Experience
11 years in the industry.
- Stoker Ostler, A Part of BMO Financial GroupApr 2026 to now
- Stoker Ostler Wealth Advisors Inc.Nov 2024 to now
- Morgan StanleyJan 2024 to Aug 2024
- Fidelity InvestementsApr 2022 to Jan 2024
- Minnesota Life Insurance CompanySep 2020 to Jan 2022
- Renaissance FinancialSep 2020 to Jan 2022
- Securian Financial ServicesSep 2020 to Jan 2022
- Amerisave Mortgage CorporationAug 2020 to Jan 2021
- UnemployedMay 2020 to Aug 2020
- Pacific UniversityAug 2018 to May 2020
- Grinnell CollegeAug 2016 to May 2018
- Chicago Title Insurance Co./ Fidelity NationalJul 2013 to Sep 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Stoker Ostler, A Part of BMO Financial Group
Legal name: Stoker Ostler Wealth Advisors, Inc.
$3.7BAssets managed
1,585Clients
14Advisers
29 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
- 7294203
- Firm CRD
- 111320