Jordan M Whittenburg

Current Employers

Employment History

• 06/2003 → Present
  Whittenburg Group
  Alpine, UT
• 06/2015 → 01/2024
  Woodbury Financial Services Inc
  Alpine, UT
• 01/2024 → Present
  Osaic Wealth, Inc.
  Alpine, UT

Previous Registrations

• 2015-06-08 → 2024-01-19
  Woodbury Financial Services, Inc.
  Alpine, UT
• 2014-11-14 → 2015-06-09
  Securities America Advisors, Inc.
  Alpine, UT
• 2005-08-25 → 2014-11-14
  Sunset Financial Services, Inc.
  Alpine, UT
  Alpine, UT
  Kansas City, MO

Other Businesses

1. LIFE INSURANCE SALES; POSITION: SALESMAN; NATURE: LIFE, HEALTH, DISABILITY AND LONG TERM CARE INSURANE SALES; INVESTMENT RELATED: YES; NUMBER OF HOURS: 15; SECURITIES TRADING HOURS: 10; START DATE: 06/15/2003; ADDRESS: 90 EAST RED PINE DRIVE, ALPINE, UT, 84004; DESCRIPTION: I AM A LICENSED INSURANCE AGENT WITH WHITTENBURG INSURANCE AND INVESTMENT GROUP. I SCHEDULE APPOINTMENTS, CREATE PROPOSALS/ILLUSTRATIONS, DEVELOP CASES AND SELL INSURANCE PRODUCTS. 2. WHITTENBURG FINANCIAL; POSITION: PRESIDENT; NATURE: I MAINTAIN WHITTENBURG FINANCIAL FOR TAX REPORTING ANDLIABILITY PROTECTION; INVESTMENT RELATED: NO; NUMBER OF HOURS: 0; SECURITIES TRADING HOURS: 0; START DATE: 04/01/2011; ADDRESS: 10979 CANYON LINKS VISTA, HIGHLAND, UT, 84003; DESCRIPTION: THIS ENTITY WAS CREATED AFTER MY ACCOUNTANT RECOMMENDED IT FOR TAX REPORTING PURPOSES. 3. MIKE AND SUSAN WHITTENBURG FAMILY FOUNDATION POSITION: Director NATURE: Charitable Foundation INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/31/2026 ADDRESS: 153 N Bald Mtn, Alpine UT 84004, United States DESCRIPTION: Assist in managing finances, and identifying charitable opportunities to do good in the world.

Exams

• S66 Uniform Combined State Law Examination
  2005-01-21