Donald Jordan is a registered investment advisor, based in Mobile, AL, with 6 years of industry experience.
Location
Mobile, AL
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
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Donald is the owner of Beam Consulting, LLC, a marketing consulting firm, since February 2022. He spends a few hours per week helping education and agency firms with their marketing plans, processes, and materials.
Employment History
Current Registrations
Northern Lights Distributors, LLC
February 2021 - Present · 5 yrs 2 mos
Northern Lights Distributors, LLCBroker
February 2021 - Present · 5 yrs 2 mos
Toews Asset Management
December 2020 - Present · 5 yrs 4 mos
Previous Registrations
Edward Jones
November 2019 - December 2020 · 1 yr 1 mo
Edward JonesBroker
October 2019 - December 2020 · 1 yr 2 mos
State Registrations4 states
ALNENJTX
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.