Corey Jordan is a registered investment advisor at Wells Fargo Advisors, based in Elsmere, KY, with 30 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
4205 Dixie Hwy, Elsmere, KY, 41018
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Corey has 100% ownership in C.A. Jordan LLC and 35% ownership in Boerger Jordan LLC, both investment-related, and spends minimal time on each. Corey is also a trustee for C.A. Jordan LLC 401k, spending minimal time per month.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations18 states
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