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Skylar Jordan

20 Years of Experience
Little Rock, AR
Broker

Skylar Jordan is a registered investment advisor at Raymond James & Associates, INC., based in Little Rock, AR, with 20 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

12921 Cantrell Road, Suite 400, Little Rock, AR, 72223

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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 Activities

Skylar is an officer (Secretary) for the Burns Park Baseball Association since 2016, fostering communication among board members and keeping records. This activity requires minimal time.

Employment History
Current Registrations
Raymond James & Associates, INC.
February 2013 - Present · 13 yrs 3 mos
Raymond James & Associates, INC.
February 2013 - Present · 13 yrs 3 mos
Raymond James & Associates, INC.Broker
February 2013 - Present · 13 yrs 3 mos
Previous Registrations
Morgan Keegan & Company, INC.
August 2007 - February 2013 · 5 yrs 6 mos
Morgan Keegan & Company, INC.Broker
August 2007 - February 2013 · 5 yrs 6 mos
Morgan Stanley & CO., IncorporatedBroker
April 2007 - August 2007 · 4 mos
Morgan Stanley & CO., Incorporated
April 2007 - August 2007 · 4 mos
Morgan Stanley
April 2006 - April 2007 · 1 yr
Morgan Stanley Dw INC.Broker
April 2006 - April 2007 · 1 yr
American Municipal Securities, INC.Broker
March 2005 - May 2005 · 2 mos
State Registrations17 states
ALARCACOFLGAHIILLAMSNENMNYOKSCTXWA
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.
Skylar Jordan - Financial Advisor | TrueAdvisor