Adrian
Jordan
Cetera Investment Advisers LLC
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About this Advisor
Adrian Jordan is a financial advisor who works in Spokane, Washington. Jordan is an employee of Cetera Investment Advisers LLC. Throughout their career, Jordan has worked at Nylife Securities LLC, New York Life Insurance Co, Staffready, Legacy Group, Sprint, Best Buy, East Valley School District, Spokane Community College, Cetera Investment Services LLC, Washington Trust Bank and Cetera Investment Advisers LLC. Jordan maintains Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Washington. Cetera Investment Advisers LLC is an advisory company operating out of Schaumburg, IL. The company has offices in 1,614 locations and a total of 3,094 advisors. It handles $33 billion in total assets among its 176,986 client accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm advises 431 charities and foundations. Of its 176,986 client accounts, 23% are associated with high-net-worth investors who have at least $1 million in assets available to invest. Cetera Investment Advisers LLC offers a number of services, including 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. Financial management fee schedules usually vary depending on which services are offered. Fees billed by Cetera Investment Advisers LLC can be comprised of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cetera Investment Advisers LLC Brokerage Details
$33,356,369,941
3,094
176,986
$188,469
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
Adrian Jordan Work History
Adrian has been registered as a financial advisor for 0 years.*
Cetera Investment Advisers LLC
Cetera Investment Services LLC
Washington Trust Bank
Nylife Securities LLC
New York Life Insurance Co
Staffready
Legacy Group
Sprint
Best Buy
Spokane Community College
East Valley School District
*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 Adrian Jordan 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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