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4656 West Jefferson Blvd Suite 210, Fort Wayne, IN 46804 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-08-09 |
| FL | RA | APPROVED | 2021-11-29 |
| IN | RA | APPROVED | 2021-01-27 |
Branch Locations
4656 West Jefferson Blvd Suite 210, Fort Wayne, IN 46804 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Goldman Sachs | Chicago | IL | 08/2013 | 03/2019 |
| Wisdomtree Capital | Chicago | IL | 05/2019 | 12/2019 |
| Innovator Capital | Wheaton | IL | 01/2020 | 12/2020 |
| Wise Insurance Agency Inc | Fort Wayne | IN | 12/2020 | Present |
| Wise Wealth Llc | Fort Wayne | IN | 01/2021 | Present |
| Guardia Trust Llc | Fort Wayne | IN | 09/2022 | Present |
Jordan Wise is part owner of Guardia Trust Insurance LLC. This activity does not account for any hours during securities trading hours. This business is located at 7410 Bluffton Rd Fort Wayne, IN. I do not have a day to day position in the business. Guardia Trust was created in 2022. I dedicate roughly 5 hours per month to this business. Jordan Wise is an employee of Wise Insurance Agency, Inc. This activity does not account for any hours during securities trading hours. This business is located at 7410 Bluffton Rd Fort Wayne, IN. I do not have a day to day position in the business and my position as my position as Strategy Associate is ad hoc. I help ownership evaluate strategic decisions in the business. I dedicate 5 hours per month to this position.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-12-23 |
| S63 | Uniform Securities Agent State Law Examination | 2013-10-21 |
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