Cuso Financial Services, L.P
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About this Advisor
Jordan Palmer is a financial advisor working out of West Valley City, Utah who has 1 year of relevant experience. Palmer is an employee of Cuso Financial Services, L.P. During their career, Palmer has held roles at Fidelity Brokerage Services, LLC, Palmer Book Keeping, LLC, Progressive Leasing, LLC, Momentum Business Concepts, Comcast Cable Corporation, Complex Fabricators Corporation, Mexico City East Mission, Fidelity Personal And Workplace Advisors, Mass Mutual Life Insurance Company, Mml Investors Services, Pruco Securities, LLC, Prudential Insurance Company Of America and Cuso Financial Services, Lp. Palmer has Series 66 and Series 63 licenses, qualifying them as a securities representative, and is able to advise clients in Utah. Cuso Financial Services, L.P is a business based in San Diego, CA. The firm has offices in 977 locations and a total of 803 financial advisors. It administers $4 billion in assets among its 25,992 client accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm provides services to 13 charitable organizations. Of its 25,992 accounts, just 2% belong to high-net-worth clients who have greater than $1 million in investable assets. The company performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors largely depend on which services the firm provides the client. Fee types billed by Cuso Financial Services, L.P can be comprised of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
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Cuso Financial Services, L.P Brokerage Details
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Jordan Palmer Work History
Jordan has been registered as a financial advisor for 1 years.*
Cuso Financial Services, Lp
Pruco Securities, LLC
Prudential Insurance Company Of America
Mass Mutual Life Insurance Company
Mml Investors Services
Fidelity Personal And Workplace Advisors
Fidelity Brokerage Services, LLC
Palmer Book Keeping, LLC
Progressive Leasing, LLC
Momentum Business Concepts
Comcast Cable Corporation
Complex Fabricators Corporation
Mexico City East Mission
*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.
Please visit the SEC profile of Jordan Palmer 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 Cuso Financial Services, L.P
San Diego, CA
San Diego, CA
Los Angeles, CA
San Diego, CA
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 firstname.lastname@example.org.
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