JT
JT

Jordan Timmer

14 Years of Experience
Caledonia, MI
BrokerSells Insurance

Jordan Timmer is a registered investment advisor at Cetera Investment Advisers LLC, based in Caledonia, MI, with 14 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

7115 Kalamazoo Ave SE Ste B, Caledonia, MI, 49316

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Jordan sells fixed insurance (life and annuities) and works for ESI Financial and Anchor Wealth Advisers, spending about a quarter of his time on each. He also volunteers for Ronald McDonald House and Byron Center Christian School, dedicating minimal time to each.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 2 mos
Cetera Advisors LLCBroker
November 2012 - Present · 13 yrs 6 mos
Previous Registrations
Cetera Advisors LLC
January 2015 - March 2024 · 9 yrs 2 mos
Securities Service Network, INC.Broker
January 2012 - November 2012 · 10 mos
State Registrations19 states
ARAZCOFLGAILINKSMAMIMONCNMOHORPATXWIWY
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.