Eugene Jordan
Eugene Jordan is a CFP, ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Buffalo, NY, with 44 years of industry experience. Eugene 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
Firm Size
IM Fee
Assets Under Management
Location
3635 Genesee St, Buffalo, NY, 14225
Get directionsHistory
Regulatory History (2)
Customer Dispute
January 2023Customer Dispute
June 2008Other Business ActivitiesSells Insurance
Eugene sells fixed insurance products, including life, accident, health, disability, annuities, and long-term care, dedicating about 10-20% of his time to this. He is also involved in regional recruiting, serves as a committee chairperson for a church, co-owns an office building, and owns Jordan Wealth Management as a DBA for marketing services.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Cetera Advisor Networks LLC
Tower Square Securities, INC.Broker
Advantage Capital CorporationBroker
Travelers Equities Sales, INC.Broker
State Registrations27 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.