Jordan
Bromley
Cetera Investment Advisers LLC
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About this Advisor
Jordan Bromley is a financial advisor based in Walnut Creek, California, working with Cetera Investment Advisers LLC. Jordan has previously held positions at True Wealth Advisory Group, Edible Arrangements, Missionary Training Center, Merrill Lynch, Dodge And Cox, Education In Zion, Full-Time Education, Ceter Advisor Networks, and Cetera Investment Advisers LLC. Jordan has passed the Series 63 regulatory exam and is registered to provide services in California. Currently, Jordan is part of Cetera Investment Advisers LLC, which operates out of Walnut Creek, California. The firm has 1,614 offices and 6,648 employees. The firm manages assets totaling $104.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Cetera Investment Advisers LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cetera Investment Advisers LLC Brokerage Details
$104,468,595,111
6,648
423,554
$246,648
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Jordan Bromley Work History
Ceter Advisor Networks
Cetera Investment Advisers LLC
True Wealth Advisory Group
Ceter Advisor Networks
Edible Arrangements
Merrill Lynch
Missionary Training Center
Dodge And Cox
Full-Time Education
Full-Time Education
Education In Zion
Full-Time Education
Disclosures
Please visit the SEC profile of Jordan Bromley 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 Cetera Investment Advisers LLC
New York, NY
Toledo, OH
San Jose, CA
Saint Louis, MO
Indianapolis, IN
Saint Louis, MO
Tampa, FL
San Diego, CA
The content in this profile was updated by SmartAsset on 6/19/2024. 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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