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Current Employers
&Partners

40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2025-10-02
TX RA APPROVED 2025-10-02
  • IN RA
    APPROVED
    Since 2025-10-02
  • TX RA
    APPROVED
    Since 2025-10-02

Branch Locations

7701 Forsyth Blvd. 8Th Floor, Clayton, MO 63105 • United States

100 E Wayne St. Suite 130, South Bend, IN 46601 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Advisors Llc South Bend IN 05/2009 11/2016
Wells Fargo Clearing Services, Llc South Bend IN 11/2016 01/2017
Wells Fargo Advisors Financial Network, Llc South Bend IN 01/2017 10/2025
&Partners Nashville TN 10/2025 Present
Previous Registrations
Other Businesses

DUNHAM & ARNOLD LLC POSITION: Member Manager NATURE: 50% owner of an LLC that owns a building in South Bend, IN 46619. Building has an upstairs apartment and a restaurant at street level. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 09/02/2025 ADDRESS: South Bend, IN 46601, United States DESCRIPTION: 50% owner of the building and the restaurant. No operating responsibilities. LAMINAT LLC POSITION: Member Manager NATURE: Laminat LLC is the entity which held my ownership (100%) interest in my FiNet practice -- my financial advisory business before joining &Partners. It will eventually be wound down by I will continue to pay rent and some other expenses out of this entity for another year or two. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2025 ADDRESS: South Bend, IN 46601, United States DESCRIPTION: I am the sole member manager of this LLC.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-08-27
S63 Uniform Securities Agent State Law Examination 2002-08-01
  • S65 Uniform Investment Adviser Law Examination
    2002-08-27
  • S63 Uniform Securities Agent State Law Examination
    2002-08-01
Other Names
  • Edward John Jordanich

View on SEC IAPD

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