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Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-09-03
NY RA APPROVED 2023-06-29
  • TX RA
    APPROVED
    Since 2024-09-03
  • NY RA
    APPROVED
    Since 2023-06-29

Branch Locations

4050 West Ridge Road, Rochester, NY 14626 • United States

East Amherst, NY • United States

3635 Genesee St, Buffalo, NY 14225 • 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
Ep Jordan & Associates, Inc. Buffalo NY 04/2016 Present
Cetera Wealth Services, Llc El Segundo CA 12/2016 Present
Buffalo Church Of Christ Williamsville NY 11/2019 01/2022
Buffalo Church Of Christ Buffalo NY 01/2022 03/2023
Vessel Church Williamsville NY 03/2023 Present
Cetera Investment Advisers Llc Schaumburg IL 06/2023 Present
  • 04/2016 → Present
    Ep Jordan & Associates, Inc.
    Buffalo, NY
  • 12/2016 → Present
    Cetera Wealth Services, Llc
    El Segundo, CA
  • 11/2019 → 01/2022
    Buffalo Church Of Christ
    Williamsville, NY
  • 01/2022 → 03/2023
    Buffalo Church Of Christ
    Buffalo, NY
  • 03/2023 → Present
    Vessel Church
    Williamsville, NY
  • 06/2023 → Present
    Schaumburg, IL
Other Businesses

(1) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 10/2020 APX NUMBER OF HOURS PER WEEK: 2 APX NUMBER OF HOURS DURING TRADING HOURS: MINIMAL POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY, ANNUITIES, LONG TERM-CARE, AND MEDICARE ; (2) NAME OF OTHER BUSINESS: E.P. JORDAN AND ASSOCIATES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: INSURANCE BROKERAGE START DATE: 11/2016 APX NUMBER OF HOURS PER WEEK: 20 APX NUMBER OF HOURS DURING TRADING HOURS: 20 BRIEF DESCRIPTION OF DUTIES: MANAGEMENT OF FIXED INSURANCE SALES AND UNDERWRITING (3) NAME OF OTHER BUSINESS: REFEREE FOR COLLEGIATE RUGBY, INVESTMENT RELATED: NO, ADDRESS: 7 WELLINGTON DRIVE, EAST AMHERST, NY, 14221, NATURE OF BUSINESS: COLLEGIATE RUGBY, START DATE: 01/2022, APX NUMBER OF HOURS PER WEEK: 2, APX NUMBER OF HOURS DURING TRADING HOURS: MINIMAL, BRIEF DESCRIPTION OF DUTIES: PERFORM REFEREE DUTIES TO RUGBY MATCHES HELD ON COLLEGE CAMPUSES OR AT MEN'S PRIVATE RUGBY CLUBS; (4) NAME OF OTHER BUSINESS: JORDAN WEALTH MANAGEMENT ; INVESTMENT RELATED: YES ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: INSURANCE BROKERAGE ; START DATE: 01/2020 ; APX NUMBER OF HOURS PER WEEK: 40 ; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 ; BRIEF DESCRIPTION OF DUTIES: MARKETING OF FIXED INSURANCE SALES AND UNDERWRITING ; (5) NAME OF OTHER BUSINESS: N/A INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: NOTARY; START DATE: 11/2022; POSITION/TITLE/RELATIONSHIP: NOTARY PUBLIC; APX NUMBER OF HOURS PER WEEK: VARIES; APX NUMBER OF HOURS DURING TRADING HOURS: VARIES; BRIEF DESCRIPTION OF DUTIES: NOTARIZE DOCUMENTS AS NEEDED; (6) NAME OF OTHER BUSINESS: VESSEL CHURCH; INVESTMENT RELATED: NO; ADDRESS: 4545 TRANSIT RD WILLIAMSVILLE, NY 14221; NATURE OF BUSINESS: RELIGIOUS ; START DATE: 3/2023; POSITION/TITLE/RELATIONSHIP: WORSHIP PASTOR; APX NUMBER OF HOURS PER WEEK: 20; APX NUMBER OF HOURS DURING TRADING HOURS: 20; BRIEF DESCRIPTION OF DUTIES: LEADER, SONGWRITER; (7) NAME OF OTHER BUSINESS: VESSEL WORSHIP PUBLISHING LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS RESIDENTIAL LOCATION; NATURE OF BUSINESS: MUSIC PUBLISHING; START DATE: 3/2023; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 6; APX NUMBER OF HOURS DURING TRADING HOURS: 6; BRIEF DESCRIPTION OF DUTIES: WRITING AND PUBLISHING MUSIC;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-04-03
  • S66 Uniform Combined State Law Examination
    2017-04-03
Designations

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