Jordan Crowley
Jordan Crowley is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Morristown, NJ, with 5 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
Firm Size
IM Fee
Assets Under Management
Location
67 E. Park Place, Suite 750, Morristown, NJ, 07960
Get directionsHistory
Regulatory History (2)
Judgment / Lien
October 2021Employment Separation After Allegations
December 2019Other Business ActivitiesSells Insurance
Jordan is affiliated with Greenberg & Rapp as a Wealth Manager, providing wealth management, financial planning, investment management, and insurance solutions. This activity takes nearly all of Jordan's time, including during trading hours.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
M Holdings Securities, INC.
M Holdings Securities, INC.Broker
Maltin Wealth Management, INC.
State Registrations12 states
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.