Jordan Daniel Sirota
Investment adviser representative at LPL Financial LLC
10 yearsExperience
2 statesRegistered in
$819.1BFirm assets
51 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
- Seminars and workshops
Experience
10 years in the industry.
- LPL Financial LLCApr 2025 to now
- Cetera Advisor Networks LLCAug 2023 to Apr 2025
- Cetera Investment Advisers LLCAug 2023 to Apr 2025
- Minnesota Life Insurance CompanyOct 2021 to Aug 2023
- Mid Atlantic Resource GroupSep 2021 to Apr 2025
- Securian Financial ServicesSep 2021 to Aug 2023
- Holman Frenia AllisonAug 2020 to Dec 2020
- Clem CollaborativeJan 2020 to Jul 2020
- Shore Inflatables LLCMay 2019 to Jun 2021
- College of CharlestonAug 2018 to May 2020
- UnemployedMay 2018 to Aug 2018
- College of CharlestonAug 2017 to May 2018
- UnemployedMay 2017 to Aug 2017
- College of CharlestonAug 2016 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (NJ, TX).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 7447601
- Firm CRD
- 6413