Andrew Jordan is a CFP-designated registered investment advisor, based in Watkinsville, GA, with 8 years of industry experience.
Location
1361 Jennings Mill Road, Ste 420, Watkinsville, GA, 30677
Get directionsHistory
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
Andrew is an investment advisory representative for CWM, LLC DBA Carson Wealth Management Group, Carson Group Partners and Carson Group and a registered representative for Allgood Financial Advisory, dedicating about a quarter of his time to each. He also sells fixed insurance products and provides client referrals for Galileo Money.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cwm, LLC
State Registrations1 state
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.