JF
JF

Jordan Farnham

9 Years of Experience
Cheektowaga, NY
Broker

Jordan Farnham is a registered investment advisor at Cetera Investment Advisers LLC, based in Cheektowaga, NY, with 9 years of industry experience. Jordan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

300 Airborne Parkway, Suite 216, Cheektowaga, NY, 14225

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Jordan is the head hockey coach at St. Francis High School and St. Bonaventure University. He also serves as the Director of Hockey and Recreation Assistant at St. Bonaventure University, dedicating about a quarter of his time to these activities.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2019 - Present · 7 yrs 1 mo
Cetera Investment Services LLC
June 2019 - Present · 7 yrs 1 mo
Cetera Investment Services LLCBroker
June 2019 - Present · 7 yrs 1 mo
Previous Registrations
Foresters Advisory Services, LLC
July 2018 - June 2019 · 11 mos
Foresters Financial Services, INC.Broker
July 2016 - June 2019 · 2 yrs 11 mos
State Registrations4 states
CTNJNYPA
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.
Jordan Farnham - Financial Advisor | TrueAdvisor