JR
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Jordan Rudick

3 Years of Experience
Schaumburg, IL
1 DisclosureBrokerSells Insurance

Jordan Rudick is a registered investment advisor at Cetera Investment Advisers LLC, based in Schaumburg, IL, with 3 years of industry experience. Jordan 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

1450 American Lane, 6th Floor, Suite 650, Schaumburg, IL, 60173-2096

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History

Regulatory History (1)
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Financial
October 2019
Final
Other Business ActivitiesSells Insurance

Jordan is a tax preparer at Pruitt Financial Services, LLC, and an insurance agent selling insurance products through Avantax. Additionally, Jordan consults for contractors through Gemini Management, LLC, sells insurance products through The Pruitt Agency, Incorporated, and works as a corporate accountant for ARCARE.

Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 8 mos
Cetera Wealth Services, LLCBroker
September 2025 - Present · 8 mos
Previous Registrations
Avantax Investment Services, INC.Broker
October 2023 - September 2025 · 1 yr 11 mos
Avantax Advisory Services
September 2023 - September 2025 · 2 yrs
Pruitt Investment Advisors LLC
December 2022 - September 2023 · 9 mos
State Registrations1 state
AR
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.