Thomas
Jordan

Osaic Wealth, Inc

CRD#5396287
Investment Advisor
in Bellevue, WA

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About this Advisor

Thomas Jordan is a financial advisor based in Bellevue, Washington, working with Osaic Wealth, Inc. Thomas has previously held positions at Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, Northwestern Mutual Investment Services, LLC, Metlife Securities, Inc, Massachusetts Mutual Life Insurance Company, Mml Investors Services, LLC, Cuso Financial Services, L.P, Royal Alliance Associates, Inc, and Pacific Capital Resource Group. Thomas has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Washington. Currently, Thomas is part of Osaic Wealth, Inc, which operates out of Bellevue, Washington. The firm has 1,670 offices and 6,838 employees. The firm manages assets totaling $94.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Osaic Wealth, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

10900 Ne 4Th Street Suite 2300, #2413
Bellevue, WA 98004

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Osaic Wealth, Inc Brokerage Details

Total Assets Under Management

$94,557,613,744

WA Average: $1,555,372,352
Total Number of Employees

6,838

WA Average: 37
Total Number of Accounts

437,201

WA Average: 1,370
Average Account Size

$216,280

WA Average: $1,135,308

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

Thomas Jordan Work History

2022 - Present (2 years)

Royal Alliance Associates, Inc

2022 - Present (2 years)

Pacific Capital Resource Group

2019 - 2022 (3 years)

Cuso Financial Sevices, L.P

2017 - 2019 (2 years)

Mml Investors Services, LLC

2016 - 2019 (3 years)

Massachusetts Mutual Life Insurance Company

2015 - 2017 (2 years)

Metlife Securities, Inc

2013 - 2015 (2 years)

Northwestern Mutual Investment Services, LLC

2007 - 2015 (8 years)

Northwestern Mutual Life Insurance Company

2007 - 2015 (8 years)

Northwestern Mutual Investment Services LLC

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Disclosures

Please visit the SEC profile of Thomas Jordan 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 Osaic Wealth, Inc

Mikal Ludolph
Waterloo, IA
James Cosgriff
Buffalo, NY
Austin Kemmerer
Effingham, IL
Zachary Mcqueen
Overland Park, KS
Phillip Laird
Lake Worth, FL
Thomas Wagaman
Mc Lean, VA
David Watercutter
Fort Wayne, IN
Karly Witte
Emporia, KS

The content in this profile was updated by SmartAsset on 6/19/2024. 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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