Jordan
Haddox
Gaddis Premier Wealth Advisors LLC
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About this Advisor
Jordan Haddox is a financial advisor who works in Durant, Oklahoma with a total of 1 year of industry experience. Haddox is an advisor for Gaddis Premier Wealth Advisors LLC. Over the course of their career, they have held roles at Kestra Investment Services, LLC, Exodus Hr Group, LLC, Durant Station, Southeastern Oklahoma State University, Pruett'S Food, Full Time Student, Rattan Public School, Kestra Advisory Services, LLC and Gaddis Premier Wealth Advisors LLC. Haddox holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to work in Oklahoma. Gaddis Premier Wealth Advisors LLC is a registered investment company operating out of Durant, OK. The company has offices in seven locations and a total of 14 financial advisors. It controls $227 million in assets across its 1,677 customer accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. The firm provides financial advice to one charitable organizations. Of its 1,677 accounts, just 12% belong to high-net-worth individuals who have more than $1 million in assets available to invest. The company provides a set of services, such as financial planning services and portfolio management for individuals and small businesses. A financial advisor's fee schedules usually vary depending on which service is provided. However, fee types charged by Gaddis Premier Wealth Advisors LLC can be comprised of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Gaddis Premier Wealth Advisors LLC Brokerage Details
$226,716,944
14
1,677
$135,192
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Jordan Haddox Work History
Jordan has been registered as a financial advisor for 1 years.*
Gaddis Premier Wealth Advisors LLC
Kestra Advisory Services, LLC
Kestra Investment Services, LLC
Exodus Hr Group, LLC
Durant Station
Southeastern Oklahoma State University
Pruett'S Food
Full Time Student
Rattan Public School
Rattan Public School
Pruett'S Food
Full Time Student
*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 Haddox 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 Gaddis Premier Wealth Advisors LLC
Durant, OK
Denison, TX
Durant, OK
Durant, OK
Durant, OK
Durant, OK
Ardmore, OK
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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