Jordan Underhill is a CFP-designated registered investment advisor, based in Tucson, AZ, with 7 years of industry experience.
Location
3146 Swan Rd., Tucson, AZ, 85712
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Regulatory History
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 →Other Business ActivitiesSells Insurance
Jordan provides wealth management, financial planning, and investment advisory services through The Ameriflex Group and is a financial advisor and equity owner at Underhill Financial Advisors, LLC. Jordan also works as an independent insurance agent selling fixed insurance products about 10-20% of their time.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
The Ameriflex Group
Previous Registrations
Osaic Wealth, INC.Broker
Sagepoint Financial, INC.Broker
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
State Registrations26 states
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