Alexander Jordan
Alexander Jordan is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Buffalo, NY, with 9 years of industry experience. Alexander 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
Firm Size
IM Fee
Assets Under Management
Location
3635 Genesee St, Buffalo, NY, 14225
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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
Alexander is an insurance agent selling various types of fixed insurance, and involved in insurance brokerage through E.P. Jordan and Associates and Jordan Wealth Management, dedicating about a quarter of his time to the latter. He also works as a collegiate rugby referee, worship pastor, and owns a music publishing company, and is a notary public.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Cetera Advisor Networks LLC
State Registrations16 states
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