JH
CFP
JH
CFP

Jordan Hickey

16 Years of Experience
Glastonbury, CT
BrokerSells Insurance

Jordan Hickey is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Glastonbury, CT, with 16 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

628 Hebron Avenue, Suite 216, Glastonbury, CT, 06033

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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

Jordan sells fixed insurance products under Capital Wealth Management, LLC, which is investment-related and conducted from the branch location.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
August 2025 - Present · 9 mos
Previous Registrations
Commonwealth Financial Network
July 2011 - August 2025 · 14 yrs 1 mo
Commonwealth Financial NetworkBroker
July 2011 - August 2025 · 14 yrs 1 mo
Securities America, INC.Broker
December 2009 - June 2011 · 1 yr 6 mos
State Registrations18 states
AKCACOCTFLGAILMAMEMINCNHNYORPASCTXVA
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.
Jordan Hickey - Financial Advisor | TrueAdvisor