Gregory Jordan is a CFP-designated registered investment advisor, based in Germantown, TN, with 17 years of industry experience.
Location
2176 West St, Ste 100, Germantown, TN, 38138
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Gregory is an agent/broker for Shoemaker Financial, selling fixed insurance products since 2019. This activity takes a few hours per week.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
August 2023 - Present · 2 yrs 9 mos
Cetera Investment Advisers LLC
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
Securian Financial Services, INC.
October 2015 - August 2023 · 7 yrs 10 mos
Securian Financial Services, INC.Broker
September 2015 - August 2023 · 7 yrs 11 mos
Suntrust Investment Services, INC.
May 2011 - August 2012 · 1 yr 3 mos
Suntrust Investment Services, INC.Broker
May 2011 - August 2012 · 1 yr 3 mos
Park Avenue Securities LLC
July 2008 - February 2010 · 1 yr 7 mos
Park Avenue Securities LLCBroker
May 2008 - February 2010 · 1 yr 9 mos
Metlife Securities INC.
February 2007 - March 2008 · 1 yr 1 mo
Metlife Securities INC.Broker
December 2003 - March 2008 · 4 yrs 3 mos
Metropolitan Life Insurance CompanyBroker
December 2003 - July 2007 · 3 yrs 7 mos
State Registrations22 states
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AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.