Jordan Parr is a registered investment advisor at Wells Fargo Advisors, based in Peoria, IL, with 10 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
2426 W Cornerstone Ct, Ste 2A, Peoria, IL, 61614
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jordan has 100% ownership in JP Alan Cash Management since 2020, dedicating full-time hours to managing the Finet practice. Jordan also has 1% ownership in Cornerstone Strategic Wealth Management LLC since 2022, spending minimal time on Finet practice expenses.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Scottrade Investment Management
Scottrade, INC.Broker
AXA Advisors, LLCBroker
State Registrations35 states
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