Jordan Vanoort is a CFA, CFP-designated registered investment advisor, based in Bethesda, MD, with 19 years of industry experience. Jordan is also registered as a broker, so some compensation may come from commissions on products sold.
Location
One Democracy Center, 6901 Rockledge Drive, Suite 730, Bethesda, MD, 20817
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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 →Employment History
Current Registrations
Xml Financial Group
September 2021 - Present · 5 yrs 1 mo
Xml SecuritiesBroker
September 2021 - Present · 5 yrs 1 mo
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
April 2008 - September 2021 · 13 yrs 5 mos
Wells Fargo Advisors Financial Network, LLCBroker
April 2008 - September 2021 · 13 yrs 5 mos
Wachovia Securities, LLC
June 2007 - April 2008 · 10 mos
Wachovia Securities, LLCBroker
February 2007 - April 2008 · 1 yr 2 mos
State Registrations29 states
AZCACOCTDCDEFLGAILKYMAMDMEMNMONCNJNYORPASCSDTNTXVAVirgin IslandsWAWIWV
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.
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