Jordan Isaiah Little
Investment adviser representative at Lincoln Investment
10 yearsExperience
1 stateRegistered in
$22BFirm assets
48 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 feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Lincoln InvestmentAug 2023 to now
- StarbucksDec 2022 to Aug 2023
- Full Time College StudentAug 2022 to May 2023
- CardinalJan 2022 to Dec 2022
- Knight TransportOct 2020 to Jan 2022
- UnemployedApr 2020 to Oct 2020
- ArmyOct 2018 to Apr 2020
- SchneiderJan 2018 to Oct 2018
- PrincipleSep 2017 to Jan 2018
- Knight TransportMar 2017 to Sep 2017
- Direct TvJan 2017 to Mar 2017
- Roehl TransportJun 2016 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (PA).
Lincoln Investment
Legal name: Lincoln Investment Planning, LLC
$22BAssets managed
138,369Clients
335Advisers
48 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
- 7784161
- Firm CRD
- 519