Jordan Alan Yeomans

One Orange Way, Windsor, CT 06095 • United States

Current Registrations

Authority	Category	Status	Date
VA	RA	APPROVED	2026-05-22
MA	RA	APPROVED	2026-01-27
NY	RA	APPROVED	2025-05-13
TX	RA	APPROVED	2025-05-09
CT	RA	APPROVED	2025-04-01

Branch Locations

Alexandria, VA • United States

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Hunt Valley	MD	07/2018	05/2019
Univeristy Of Delaware Residence Life And Housing	Newark	DE	08/2016	05/2018
Jim Walsh State Farm Agency	Wilmington	DE	02/2018	04/2018
Jeff Gardiner State Farm Agency	Newark	DE	06/2017	08/2017
T Rowe Price	Owings Mills	MD	05/2019	05/2021
Charles Schwab & Co., Inc.	Austin	TX	05/2021	03/2025
Charles Schwab Bank, Ssb	Austin	TX	05/2021	03/2025
Voya Financial Advisors	Windsor	CT	03/2025	Present

07/2018 → 05/2019

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Hunt Valley, MD
08/2016 → 05/2018

Univeristy Of Delaware Residence Life And Housing

Newark, DE
02/2018 → 04/2018

Jim Walsh State Farm Agency

Wilmington, DE
06/2017 → 08/2017

Jeff Gardiner State Farm Agency

Newark, DE
05/2019 → 05/2021

T Rowe Price

Owings Mills, MD
05/2021 → 03/2025

Charles Schwab & Co., Inc.

Austin, TX
05/2021 → 03/2025

Charles Schwab Bank, Ssb

Austin, TX
03/2025 → Present

Voya Financial Advisors

Windsor, CT

2021-06-24 → 2025-04-12

Charles Schwab & Co., Inc.

Austin, TX
2019-06-11 → 2021-06-07

T. Rowe Price Advisory Services, Inc.

Owings Mills, MD
2018-10-08 → 2019-05-02

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Hunt Valley, MD

Code	Exam	Date
S66	Uniform Combined State Law Examination	2018-10-05

Other Firms