Terry L Jordan

Current Employers

Employment History

• 01/2024 → Present
  Osaic Wealth, Inc.
  Holland, MI
• 02/2008 → 01/2024
  Woodbury Financial Services
  Zeeland, MI

Previous Registrations

• 2014-04-09 → 2024-01-19
  Woodbury Financial Services, Inc.
  Holland, MI
  Zeeland, MI
  Noblesville, IN
  Zeeland, MI

Other Businesses

1) TERRY JORDAN POSITION: Solicitor NATURE: Fixed Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 09/10/2019 ADDRESS: 421 136th Ave, Holland MI 49424, United States DESCRIPTION: Identifying Insurance Needs for clients and placing them in the appropriate products. 2) TL JORDAN POSITION: President NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/19/2003 ADDRESS: 421 136th Ave, Holland MI 49424, United States DESCRIPTION: President of the LLC 3) JORDAN FINANCIAL & ASSOCIATES POSITION: Licensed Agent NATURE: Life insurance, Long Term Care, fixed annuities, Disability Insurance, Medigap Policies or Advantage Plans; INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 15 START DATE: 01/01/2004 ADDRESS: 421 136th Avenue, Holland MI 49424, United States DESCRIPTION: Insurance appointments, processing paperwork, client communications, research, CE. 4) JORDAN FINANCIAL & ASSOCIATES POSITION: Certified Financial Fiduciary NATURE: DBA under TLJordan LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 200 START DATE: 05/15/2019 ADDRESS: 421 136th Avenue, Holland MI 49424, United States DESCRIPTION: Provide guidance to clients in the investment arena and do so in the Best Interest of the clients, under the Prudent Man Rule. 5) Tenacity Advisory Group; Yes; 566 Red Bird Cirle, DePere WI 54115; POSITION: Affiliated Advisory; NATURE: S Corp INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/10/2022 DESCRIPTION: Share Best Practices. 6) JORDAN FINANCIAL & ASSOCIATES POSITION: Certified Plan Fiduciary Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 2 START DATE: 11/30/22; ADDRESS: 421 136th Avenue, Holland MI 49424, United States DESCRIPTION: Educate small business owners on their Retirement Plans fiduciary responsibilities, assist with employee enrollment, address questions related to employee issues. Assist in obtaining good Record Keepers, Third Party Administrators and maintaining adequate audit files. Certification of knowledge only not a separately paid fee because of certification.

Exams

• S66 Uniform Combined State Law Examination
  2014-03-31
• S63 Uniform Securities Agent State Law Examination
  1996-08-23

Other Names

• Terry Lynn Klump