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Jordan Wesley Haddox

Investment adviser representative at Gaddis Premier Wealth Advisors LLC
6 yearsExperience
1 stateRegistered in
$368.5MFirm assets
4 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

Experience

6 years in the industry.

  1. Gaddis Premier Wealth Advisors LLCJun 2022 to now
  2. Kestra Advisory Services, LLCJan 2022 to Jun 2022
  3. Kestra Investment Services, LLC.Mar 2021 to Jun 2022
  4. Exodus Hr Group, LLC.Nov 2018 to Mar 2021
  5. Durant StationAug 2018 to Nov 2018
  6. UnemployedMay 2018 to Aug 2018
  7. Southeastern Oklahoma State UniversityAug 2017 to May 2018
  8. Pruett's FoodMay 2017 to Aug 2017
  9. Full Time StudentAug 2016 to Jul 2021

Exams passed

  • Series 66 · Uniform Combined State Law2022

State registrations

Registered as an investment adviser representative in 1 state (OK).

Gaddis Premier Wealth Advisors LLC

$368.5MAssets managed
1,460Clients
8Advisers
4 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
7362333
Firm CRD
317837
Advisor's SEC record (opens in a new tab)
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