Elliott Massey Jordan

Current Employers

Employment History

• 07/2018 → 07/2023
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Cincinnati, OH
• 02/2018 → 03/2018
  Maximum Media
  Cincinnati, OH
• 06/2011 → 01/2018
  Weckman & Wolff Holdings
  Covington, KY
• 03/2018 → 07/2018
  Unemployed
  Cincinnati, OH
• 08/2018 → 07/2023
  Bank Of America, N.A.
  Cincinnati, OH
• 07/2023 → Present
  Kestra Advisory Services, Llc
  Cincinnati, OH
• 07/2023 → Present
  Kestra Investment Services, Llc
  Cincinnati, OH

Previous Registrations

• 2019-01-07 → 2023-07-17
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Cincinnati, OH
  New York, NY
  Cincinnati, OH
  Cincinnati, OH
  Fort Lauderdale, FL
  Cincinnati, OH
  Cincinnati, OH
  Cincinnati, OH

Other Businesses

Business Name: WEALTH MANAGEMENT & BENEFIT PARTNERS, LLC POSITION: Other, Wealth Management & Benefit Partners, LLC handles insurance sales of fixed life, long term care, fixed annuities, group benefits, property & casualty, disability, and structured settlements through NFP Structured Settlements. NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 07/20/2023 ADDRESS: 7424 Jager Ct., Cincinnati OH 45230, United States DESCRIPTION: I support the employees and clients of this business. Business Name: LARMANN FINANCIAL CORPORATION POSITION: Director of Operations NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 07/20/2023 ADDRESS: 7424 Jager Ct., Cincinnati OH 45230, United States DESCRIPTION: Oversee the operational day to day aspects of the firm supporting advisors and clients. Business Name: KESTRA ADVISORY SERVICES, LLC POSITION: Director of Operations NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 132 START DATE: 07/20/2023 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: Supporting advisory services.

Exams

• S66 Uniform Combined State Law Examination
  2019-01-04

Other Names

• Elliott Jordan