Rhett
Jordan

Sharebuilder 401K

CRD#4951295
Investment Advisor
in Seattle, WA

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About this Advisor

Rhett Jordan is a financial advisor based in Seattle, Washington with 1 year of industry experience. Jordan is an employee of Sharebuilder 401K. Over the course of their career, they have held roles at Capital One Sharebuilder, Sharebuilder, Classic Catering and Sj Technologies. Jordan holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to work in Washington. Sharebuilder 401K is an advisory company based out of Seattle, WA. Sharebuilder 401K performs a few services, including pension consulting services and educational seminars. Fees for financial management largely depend on which services the firm provides the client. Fee types charged by Sharebuilder 401K most likely consist of some combination of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

Services Offered

Pension consulting services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

801 Second Ave Suite 1400
Seattle, WA 98104

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Sharebuilder 401K Brokerage Details

Total Number of Employees

30

WA Average: 46

Investment Advisory Services

  • Pension consulting services
  • Educational seminars/workshops

Rhett Jordan Work History

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

2022 - Present (2 years)

Sharebuilder

2020 - 2022 (2 years)

Sj Technologies

2019 - 2020 (1 year)

Classic Catering

2006 - 2016 (10 years)

Capital One Sharebuilder

*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 Rhett 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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James Shen
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Steven Oneal
Woodlands, TX
Matthew Marengo
Seattle, WA
Duncan Varela
Seattle, WA
Cynthia Ghaffari
Seattle, WA

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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