Jordan Brown is a CFP-designated registered investment advisor, based in Bayside, WI, with 9 years of industry experience. Jordan is also registered as a broker, so some compensation may come from commissions on products sold.
Location
8909 N Port Washington Rd, Suite 206, Bayside, WI, 53217
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
September 2022Employment History
Current Registrations
Wealth Enhancement Brokerage Services, LLC
November 2022 - Present · 3 yrs 11 mos
Wealth Enhancement Advisory Services, LLC
November 2022 - Present · 3 yrs 11 mos
Wealth Enhancement Brokerage Services, LLCBroker
November 2022 - Present · 3 yrs 11 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.
More Advisors
- Robert Brooks, CFPWealth Enhancement Advisory Services, LLC