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Current Employers
Stoker Ostler, A Part Of Bmo Financial Group

4900 N. Scottsdale Road Suite 2600, Scottsdale, AZ 85251 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2026-04-22
  • AZ RA
    APPROVED
    Since 2026-04-22

Branch Locations

4900 N Scottsdale Rd Suite 2600, Scottsdale, AZ 85251 • 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
Securian Financial Services Saint Paul MN 09/2020 01/2022
Minnesota Life Insurance Company Saint Paul MN 09/2020 01/2022
Renaissance Financial Phoenix AZ 09/2020 01/2022
Amerisave Mortgage Corporation Atlanta GA 08/2020 01/2021
Unemployed Tucson AZ 05/2020 08/2020
Pacific University Forest Grove OR 08/2018 05/2020
Chicago Title Insurance Co./ Fidelity National Chicago IL 07/2013 09/2019
Grinnell College Grinnell IA 08/2016 05/2018
Fidelity Investements Scottsdale AZ 04/2022 01/2024
Morgan Stanley Gilbert AZ 01/2024 08/2024
Stoker Ostler Wealth Advisors Inc. Scottsdale AZ 11/2024 Present
  • 09/2020 → 01/2022
    Securian Financial Services
    Saint Paul, MN
  • 09/2020 → 01/2022
    Minnesota Life Insurance Company
    Saint Paul, MN
  • 09/2020 → 01/2022
    Renaissance Financial
    Phoenix, AZ
  • 08/2020 → 01/2021
    Amerisave Mortgage Corporation
    Atlanta, GA
  • 05/2020 → 08/2020
    Unemployed
    Tucson, AZ
  • 08/2018 → 05/2020
    Pacific University
    Forest Grove, OR
  • 07/2013 → 09/2019
    Chicago Title Insurance Co./ Fidelity National
    Chicago, IL
  • 08/2016 → 05/2018
    Grinnell College
    Grinnell, IA
  • 04/2022 → 01/2024
    Fidelity Investements
    Scottsdale, AZ
  • 01/2024 → 08/2024
    Gilbert, AZ
  • 11/2024 → Present
    Stoker Ostler Wealth Advisors Inc.
    Scottsdale, AZ
Previous Registrations
  • 2024-02-12 → 2024-09-12
    Gilbert, AZ
  • 2022-06-16 → 2024-02-07
    Fidelity Personal And Workplace Advisors
    Scottsdale, AZ
  • 2021-04-07 → 2022-01-26
    Securian Financial Services, Inc.
    Phoenix, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-04-03
  • S66 Uniform Combined State Law Examination
    2021-04-03
Designations
Other Names
  • Jordan Hall

View on SEC IAPD

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