Jordan Chase Herwig

Current Employers

Employment History

• 05/2022 → Present
  Lpl Financial Llc
  Leawood, KS
• 08/2006 → 03/2019
  The Barstow School
  Kansas City, MO
• 08/2019 → 05/2023
  University Of Kansas
  Lawrence, KS
• 04/2014 → 07/2019
  Jewish Community Center
  Overland Park, KS
• 04/2016 → 02/2018
  Waterway Carwash
  Overland Park, KS
• 05/2022 → Present
  V Wealth Management Llc
  Leawood, KS
• 07/2023 → Present
  Wcg Wealth Advisors, Llc
  Leawood, KS

Other Businesses

1) 07/2023 - V Wealth - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s). 2) 9/26/2023: WCG Wealth Advisors, LLC; At reported business location(s); Registered Investment Advisor Hybrid; IAR; Inv. related; start date 6/15/2023; 160hrs/mo. during trading; I provide investment advisory services through WCG Wealth Advisors, LLC, an independent investment advisor firm. I started this business activity in 9/2023. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more... 3) 10/10/2023: Gen4 Wealth Advisors; At reported business location(s); Registered Investment Advisor DBA; IAR; Inv. related; start date 9/25/2023; 160hrs/mo. during trading; I provide investment advisory services through WCG Wealth Advisors, LLC, an independent investment advisor firm. I started this business activity in 9/2023. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more... 4) 10/16/2023; H2 Tax Services; At reported business location(s); Tax Prep/Accounting/CPA; Associate; Inv. related; start date 9/25/2023; 40hrs/mo. during trading. 5) 10/17/2023: Gen 4 Wealth Advisors; At reported business location(s); DBA for LPL Business (entity for LPL business); Inv. related; start date 9/25/2023; 160hrs/mo. during trading. 6) 10/30/2025 - Other - Notary - State of Kansas - Not Investment Related - At Reported Business Location(s) - Start Date 10/13/2025 - 1 hour per month/ during trading 7) 11/18/2025 - Other - Actor in video/photography in advertisment - Not Investment Related - Leawood, KS - Start Date 10/15/2025 - 1 hour per month/ 0 hours during trading

Exams

• S66 Uniform Combined State Law Examination
  2023-09-09