Jordan Donald Jobe

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2010 → 03/2017
  Raymond James & Associates
  Scottsdale, AZ
• 03/2017 → Present
  Raymond James Financial Services, Inc.
  Scottsdale, AZ
• 03/2017 → Present
  Raymond James Financial Services Advisors Inc.
  Scottsdale, AZ
• 03/2017 → Present
  Nextgen Advisors, Llc
  Scottsdale, AZ

Previous Registrations

• 2010-03-10 → 2017-04-05
  Raymond James & Associates, Inc.
  Scottsdale, AZ
• 2008-08-22 → 2010-02-23
  Edward Jones
  St Louis, MO
  Peoria, AZ

Other Businesses

(1) Name of Business: Address: 10187 E Sunnyside Dr, Scottsdale, AZ, 85260, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 11/16/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner of a Condo that will be rented (2) Name of Business: Address: 10187 e sunnyside dr, Scottsdale, AZ, 85260, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 04/01/2014 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I purchased a new house recently, and instead of selling my old house I am not renting it out. I have a property manager who collect rent and maintain the property. I now own four rental properties (3) Name of Business: Cerebral Properties LLC Address: 10187 E Sunnyside Dr, Scottsdale, AZ, 85260, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 11/05/2016 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Commercial property. (4) Name of Business: EO Arizona Address: 10187 E Sunnyside Dr, Scottsdale, AZ, 85260, United States Activity Type: Non profit Position/Title: Officer - Treasurer Investment Related: Yes Start Date: 03/17/2026 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Assist the President in responsibly running the non-profit for a year (5) Name of Business: NextGen Advisors LLC Address: 14269 N 87th St Ste 105, Scottsdale, AZ, 85260-3694, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 01/14/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: non-variable life insurance for clients (6) Name of Business: NextGen Advisors, LLC Address: 14269 N 87th St Ste 105, Scottsdale, AZ, 85260, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 03/27/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Sole Proprietor

Exams

• S66 Uniform Combined State Law Examination
  2008-07-31

Designations

• Certified Financial Planner

Other Names

• Jordan D Jobe