Jordan
Lindsay
Trek Financial
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About this Advisor
Jordan Lindsay is a financial advisor based in Scottsdale, Arizona who has 4 years of relevant experience. Lindsay is an employee of Trek Financial. Over the course of their career, Lindsay has held roles at Wells Fargo Advisors LLC, Wells Fargo Bank, Na, Wells Fargo Clearing Services, LLC and Bcj Capital Management. Lindsay has Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Utah. Trek Financial is an advisory business based in Scottsdale, AZ. It has offices in 30 locations and a total of 57 people on staff. It handles $2 billion in total assets across its 9,873 client accounts, making it one of the biggest firms in the country by assets under management. The firm provides services to six charitable organizations. Of its 9,873 client accounts, just 9% are held by high-net-worth clients who have greater than $1 million in assets. The advisory firm offers a broad range of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, educational seminars and other services. A financial advisor's fees usually depend on which service is offered. However, fees charged by Trek Financial likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Trek Financial Brokerage Details
$1,876,635,074
57
9,873
$190,077
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Jordan Lindsay Work History
Jordan has been registered as a financial advisor for 4 years.*
Bcj Capital Management
Wells Fargo Advisors LLC
Wells Fargo Clearing Services, LLC
Wells Fargo Bank, Na
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jordan Lindsay to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Trek Financial
Heber City, UT
Scottsdale, AZ
Vernal, UT
San Clemente, CA
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
Sandy, UT
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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