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Jordan Polston

4 Years of Experience
Somerset, KY
Broker

Jordan Polston is a registered investment advisor, based in Somerset, KY, with 4 years of industry experience.

Location

116 Trade Park Dr, Somerset, KY, 42501

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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 serves as a Worship Director at Science Hill Church of the Nazarene, dedicating about a quarter of their time, and manages a residential rental property. Additionally, Jordan works as a Staff Accountant at Evans, Harville, Atwell and Co. CPAS PLLC, spending nearly full-time hours there and preparing for future Financial Planning and Investment Advisory Services through Avantax.

Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 1 yr
Cetera Wealth Services, LLCBroker
September 2025 - Present · 1 yr
Avantax Planning Partners, INC.
January 2024 - Present · 2 yrs 8 mos
Previous Registrations
Avantax Advisory Services
October 2021 - September 2025 · 3 yrs 11 mos
Avantax Investment Services, INC.Broker
August 2021 - September 2025 · 4 yrs 1 mo
State Registrations3 states
KYMOTX
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.