Jordan Swann is a registered investment advisor at Wells Fargo Advisors, based in Leland, NC, with 3 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
503 Olde Waterford Way, Ste 200, Leland, NC, 28451
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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.
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Jordan has a 60% ownership in Dash Trash LLC, a waste collection business, and spends a few hours per week on it. Jordan also has 100% ownership in The Swans LLC, a holding company for Dash Trash LLC, but spends no time on it.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
State Registrations17 states
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