JW
JW

Jordan Witt

18 Years of Experience
Fort Scott, KS
BrokerSells Insurance

Jordan Witt is a registered investment advisor at Cetera Investment Advisers LLC, based in Fort Scott, KS, with 18 years of industry experience. Jordan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

207 E First St, Fort Scott, KS, 66701

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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, including life, health, disability, annuities, long-term care, and property & casualty insurance, dedicating minimal time to this activity. Jordan is also a board member of the Fort Scott Area Community Foundation and co-owns a bookstore, Hedgehog.ink.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
February 2011 - Present · 15 yrs 3 mos
Previous Registrations
Cetera Advisor Networks LLC
September 2015 - June 2023 · 7 yrs 9 mos
Ofg Financial Services, INC.Broker
July 2007 - February 2011 · 3 yrs 7 mos
State Registrations22 states
ARAZCACOFLGAINKSKYMONCNDNENVNYOHOKORSCTXVAWI
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.