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Joshua Jordan

20 Years of Experience
Huntsville, AL
BrokerSells Insurance

Joshua Jordan is a registered investment advisor, based in Huntsville, AL, with 20 years of industry experience.

Location

3330 L & N Drive Ste I & E Huntsville AL 35802, Ste I & Ste E, Huntsville, AL, 35802

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History

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.

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Other Business ActivitiesSells Insurance

Joshua sells fixed insurance products and co-owns Vector Wealth Strategies, LLC, which facilitates securities, advisory, and insurance business, each taking about 10% of his time. He also owns residential rental property, requiring minimal time commitment.

Employment History
Current Registrations
J.W. Cole Financial, INC.Broker
February 2026 - Present · 3 mos
J. W. Cole Advisors, INC.
February 2026 - Present · 3 mos
Previous Registrations
Commonwealth Financial Network
March 2019 - February 2026 · 6 yrs 11 mos
Commonwealth Financial NetworkBroker
March 2019 - February 2026 · 6 yrs 11 mos
CUNA Brokerage Services, INC.
January 2017 - March 2019 · 2 yrs 2 mos
CUNA Brokerage Services, INC.Broker
January 2017 - March 2019 · 2 yrs 2 mos
Prudential Financial Planning Services
November 2014 - November 2016 · 2 yrs
Pruco Securities, LLC.Broker
November 2014 - November 2016 · 2 yrs
State Farm Vp Management CORP.Broker
July 2013 - October 2014 · 1 yr 3 mos
Argentus Securities, LLCBroker
March 2012 - November 2012 · 8 mos
Argentus Advisors, LLC
March 2012 - November 2012 · 8 mos
Metlife Securities INC.
June 2008 - September 2011 · 3 yrs 3 mos
Metlife Securities INC.Broker
June 2008 - September 2011 · 3 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2006 - June 2008 · 1 yr 7 mos
Metlife Securities INC.Broker
April 2004 - October 2006 · 2 yrs 6 mos
Metropolitan Life Insurance CompanyBroker
April 2004 - October 2006 · 2 yrs 6 mos
State Registrations1 state
AL
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.
Joshua Jordan - Financial Advisor | TrueAdvisor