Jordan
Haskell

Pruco Securities, LLC

CRD#7445980
Investment Advisor
in Marlborough, MA

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About this Advisor

Jordan Haskell is a financial advisor who works out of Marlborough, Massachusetts with a total of 1 year of relevant experience. Haskell is an advisor for Pruco Securities, LLC. Their career trajectory has included roles at Mcmanus Financial Group, LLC, Westborough Automotive, Mapass, Renewal By Anderson, Papa Ginos, Bay State Deli Provisions, Maidpro, Mcdonalds, Wagalicious Dog Walks, Pump It Up, Boston Sports Club, Sapporo Korean Bbq And Sushi, Usps, Moe'S Southwest Grille, Poole Tax Service, Burlington Coat Factory, Cohen Law, Colonial Volkswagon, Long Cadillac, Napa Auto Parts, Amazon, Insomnia Cookies, Fitzgerald'S General Store and Pruco Securities LLC. Haskell holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in Massachusetts. Pruco Securities, LLC is a registered investment firm that has its headquarters in Newark, NJ. The firm has offices in 42 locations and a total of 2,500 financial advisors. It manages $14 billion in assets under management between its 106,737 client accounts, placing it among the biggest financial advisory firms in the country by assets under management. Of its 106,737 accounts, just 1% belong to high-net-worth clients who have at least $1 million in investable assets. The advisory firm offers a diverse set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. A financial advisor's fee schedules usually vary depending on which services the firm provides the client. Fees charged by Pruco Securities, LLC most likely are comprised of any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

293 Boston Post Road West Suite 110
Marlborough, MA 01752

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Pruco Securities, LLC Brokerage Details

Total Assets Under Management

$14,029,321,422

MA Average: $10,121,009,343
Total Number of Employees

2,500

MA Average: 92
Total Number of Accounts

106,737

MA Average: 6,978
Average Account Size

$131,438

MA Average: $1,450,417

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops

Jordan Haskell Work History

Jordan has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Pruco Securities LLC

2021 - Present (3 years)

Mcmanus Financial Group, LLC

2021 - 2021 (< 1 year)

Fitzgerald'S General Store

2020 - 2020 (< 1 year)

Insomnia Cookies

2019 - 2021 (2 years)

Long Cadillac

2019 - 2019 (< 1 year)

Napa Auto Parts

2019 - 2020 (1 year)

Amazon

2018 - 2019 (1 year)

Colonial Volkswagon

2017 - 2017 (< 1 year)

Cohen Law

2016 - 2019 (3 years)

Poole Tax Service

2016 - 2016 (< 1 year)

Burlington Coat Factory

2015 - 2015 (< 1 year)

Mcdonalds

2015 - 2015 (< 1 year)

Wagalicious Dog Walks

2015 - 2015 (< 1 year)

Pump It Up

2015 - 2015 (< 1 year)

Boston Sports Club

2015 - 2015 (< 1 year)

Sapporo Korean Bbq And Sushi

2015 - 2016 (1 year)

Usps

2015 - 2015 (< 1 year)

Moe'S Southwest Grille

2014 - 2014 (< 1 year)

Papa Ginos

2014 - 2015 (1 year)

Bay State Deli Provisions

2014 - 2014 (< 1 year)

Maidpro

2013 - 2014 (1 year)

Renewal By Anderson

2012 - 2013 (1 year)

Mapass

2010 - 2015 (5 years)

Westborough Automotive

*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 Haskell to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

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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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