Jordan R Bumgardner

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-03-07
UT	RA	APPROVED	2025-03-07

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Go Health	Lindon	UT	10/2019	10/2020
Utah Community Credit Union	Provo/Pleasant Grove	UT	07/2018	09/2019
Roi Solutions	Lindon	UT	09/2016	04/2017
Utah Valley University	Orem	UT	08/2016	04/2018
Utah Valley University	Orem	UT	08/2020	10/2020
Utah State University	Logan	UT	08/2018	07/2019
Fidelity Investments	Boston	MA	10/2020	02/2023
Utah Community Credit Union	Pleasant Grove	UT	07/2018	09/2019
Sykes Enterprises	Provo	UT	05/2017	07/2018
Northwestern Mutual	Salt Lake City	UT	02/2023	03/2023
Todd Grabner	Salt Lake Cty	UT	03/2023	03/2024
Northwestern Mutual Investment Services Llc	Salt Lake Cty	UT	03/2023	03/2024
Morgan Stanley	Sandy	UT	02/2025	Present
Retirement Solutions	Provo	UT	04/2024	12/2024

10/2019 → 10/2020

Go Health

Lindon, UT
07/2018 → 09/2019

Utah Community Credit Union

Provo/Pleasant Grove, UT
09/2016 → 04/2017

Roi Solutions

Lindon, UT
08/2016 → 04/2018

Utah Valley University

Orem, UT
08/2020 → 10/2020

Utah Valley University

Orem, UT
08/2018 → 07/2019

Utah State University

Logan, UT
10/2020 → 02/2023

Fidelity Investments

Boston, MA
07/2018 → 09/2019

Utah Community Credit Union

Pleasant Grove, UT
05/2017 → 07/2018

Sykes Enterprises

Provo, UT
02/2023 → 03/2023

Northwestern Mutual

Salt Lake City, UT
03/2023 → 03/2024

Todd Grabner

Salt Lake Cty, UT
03/2023 → 03/2024

Northwestern Mutual Investment Services Llc

Salt Lake Cty, UT
02/2025 → Present

Morgan Stanley

Sandy, UT
04/2024 → 12/2024

Retirement Solutions

Provo, UT

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-09-30
S63	Uniform Securities Agent State Law Examination	2021-08-23

Other Firms