Jordan Joseph Orr
Investment adviser representative at Transamerica Financial Advisors, LLC
11 yearsExperience
1 stateRegistered in
$2.1BFirm assets
35 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- NetlawFeb 2026 to now
- UberJul 2025 to now
- Transamerica Financial Advisors, LLCMar 2025 to now
- WfgiaMar 2025 to now
- WealthwaveJan 2024 to now
- DoordashFeb 2023 to Mar 2025
- UnemployedJan 2022 to Jan 2023
- Modern Building SystemsMar 2021 to Dec 2021
- Cafe YummMay 2020 to Mar 2021
- UnemployedFeb 2020 to May 2020
- Dairy QueenAug 2019 to Feb 2020
- Mcnary High SchoolSep 2018 to Jun 2022
- UnemployedJul 2018 to Aug 2018
- Clagget Creek Middle SchoolSep 2015 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (OR).
Transamerica Financial Advisors, LLC
$2.1BAssets managed
42,735Clients
1,121Advisers
35 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
- 8067624
- Firm CRD
- 16164