Jordan Dawley is a registered investment advisor, based in Bend, OR, with 3 years of industry experience.
Location
300 SW Columbia Street, Suite 201, Bend, OR, 97702
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jordan is the Audit Chair for the Risk Management Association (Bend Chapter) and a Manager at Jones & Roth, P.C. Additionally, Jordan is an agent for Avantax Insurance Agency/Services, selling approved insurance products.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations1 state
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.