JB
CFP
JB
CFP

Jordan Brown

9 Years of Experience
Plymouth, MN
1 DisclosureBroker

Jordan Brown is a CFP-designated registered investment advisor, based in Plymouth, MN, with 9 years of industry experience.

Location

505 N Highway 169, Suite 900, Plymouth, MN, 55441

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History

Regulatory History (1)
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Employment Separation After Allegations
September 2022
Employment History
Current Registrations
Wealth Enhancement Brokerage Services, LLC
November 2022 - Present · 3 yrs 6 mos
Wealth Enhancement Advisory Services, LLC
November 2022 - Present · 3 yrs 6 mos
Wealth Enhancement Brokerage Services, LLCBroker
November 2022 - Present · 3 yrs 6 mos
Previous Registrations
Mutual of Omaha Investor Services, INC.
January 2022 - September 2022 · 8 mos
Mutual of Omaha Investor Services, INC.Broker
January 2022 - September 2022 · 8 mos
Northwestern Mutual Investment Services,llc
May 2020 - November 2021 · 1 yr 6 mos
Northwestern Mutual Investment Services, LLCBroker
May 2020 - November 2021 · 1 yr 6 mos
Annex Wealth Management, LLC
February 2019 - October 2019 · 8 mos
Charles Schwab & CO., INC.
December 2015 - November 2018 · 2 yrs 11 mos
Charles Schwab & CO., INC.Broker
November 2015 - November 2018 · 3 yrs
State Registrations1 state
WI
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.