Jordan J Floerke
Investment adviser representative at LPL Financial LLC
10 yearsExperience
1 stateRegistered 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 LLCJun 2022 to now
- 1st National Bank of WaterlooMay 2022 to now
- Missouri State University (student)Aug 2021 to May 2022
- Jv's Bar and GrillMay 2021 to Aug 2021
- Missouri State University (student)Aug 2020 to May 2021
- Jv's Bar and GrillMay 2020 to Aug 2020
- Missouri State University (student)Aug 2019 to May 2020
- Jv's Bar and GrillMay 2019 to Aug 2019
- Missouri State University (student)Aug 2018 to May 2019
- Jv's Bar and GrillMar 2016 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 7567758
- Firm CRD
- 6413