Jordan Chalkley is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Richmond, VA, with 6 years of industry experience. Jordan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B 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
1021 E Cary St 22nd Fl, James Center Ii, Richmond, VA, 23219
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jordan works full-time for Coastal Wealth Management as a DBA for LPL business. Jordan also works full-time as an Investment Advisor Representative (IAR) for Headland Capital, LLC, an independent investment advisor firm, and spends about a quarter of their time as a Registered Representative for LPL Financial LLC.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Previous Registrations
Headland Capital
Maryland Financial Group, INC.
LPL Financial LLCBroker
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
Morgan Stanley
Morgan StanleyBroker
Pruco Securities, LLC.Broker
State Registrations30 states
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
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