Jordan T Braun

Current Employers

Employment History

• 01/2019 → 08/2023
  Lpl Financial, Llc
  Napoleon, OH
• 05/2016 → 01/2019
  Campbell Soup Supply Company
  Napoleon, OH
• 04/2019 → 08/2023
  Northwest Capital Financial/Independent Advisor Alliance, Llc
  Napoleon, OH
• 08/2023 → 06/2024
  Mml Investors Services, Llc
  Toledo, OH
• 08/2023 → 06/2024
  Massmutual Life Insurance Co
  Toledo, OH
• 06/2024 → Present
  Lpl Financial, Llc
  Napoleon, OH

Previous Registrations

• 2023-08-29 → 2024-06-14
  Mml Investors Services, Llc
  Toledo, OH
  Napoleon, OH
• 2019-05-04 → 2023-08-08
  Independent Advisor Alliance, Llc
  Napoleon, OH

Other Businesses

1) 2024-06-28 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - Claridence Wealth - DBA for LPL Business (entity for LPL business) - Y - at reported business location(s) - 2024-06-28 - 160hrs/mth - 8hrs/mth during trading 2) 2024-06-28 - Ohana Photography, LLC - Business Owner - Y - at reported business location(s) - 2024-06-28 - 4hrs/mth - hrs/mth during trading 3) 2024-06-28 - FISH Financial, LLC - Business Entity For Tax/Investment Purposes Only - Y - at reported business location(s) - 2024-06-28 - hrs/mth - hrs/mth during trading 4) 2024-06-28 - Non-Variable Insurance - Non-Variable Insurance - Y - at reported business location(s) - 2024-06-28 - 4hrs/mth - 4hrs/mth during trading 5) 2024-07-03 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - Independent Advisor Alliance - Registered Investment Advisor Hybrid - Y - at reported business location(s) - 2024-06-28 - 160hrs/mth - 8hrs/mth during trading 6) 2024-08-14 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - Independent Advisor Alliance - Registered Investment Advisor DBA - Y - at reported business location(s) - 2024-06-28 - 160hrs/mth - 8hrs/mth during trading -

Exams

• S66 Uniform Combined State Law Examination
  2019-03-13