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Jordan Alexander Lutz

W&S Brokerage Services, Inc.

Grove City, OH

Heath, OH

Cincinnati, OH

New Albany, OH

Columbus, OH

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Current Employers
W&S Brokerage Services, Inc.

400 Broadway, Cincinnati, OH 45202 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2020-07-13
  • OH RA
    APPROVED
    Since 2020-07-13

Branch Locations

1953 Ohio Drive, Grove City, OH 43123-4835 • United States

576 Industrial Parkway Suite A, Heath, OH 43056 • United States

400 Broadway 4Th Floor, Cincinnati, OH 45202 • United States

6530 West Campus Oval Suite 180, New Albany, OH 43054 • United States

8425 Pulsar Place Suite 310, Columbus, OH 43240-4041 • United States

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bowling Green State University Bowling Green OH 08/2013 12/2018
Western Southern Life Findlay OH 01/2019 Present
W&S Brokerage Services Cincinnati OH 02/2019 Present
  • 08/2013 → 12/2018
    Bowling Green State University
    Bowling Green, OH
  • 01/2019 → Present
    Western Southern Life
    Findlay, OH
  • 02/2019 → Present
    W&S Brokerage Services
    Cincinnati, OH
Other Businesses

WESTERN SOUTHERN LIFE- NO- CENTRAL OH AGENCY, OH- FULL TIME AGENCY MANAGER

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2020-10-03
S65 Uniform Investment Adviser Law Examination 2020-07-24
  • S63 Uniform Securities Agent State Law Examination
    2020-10-03
  • S65 Uniform Investment Adviser Law Examination
    2020-07-24

View on SEC IAPD

Other Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
OSAIC WEALTH, INC.
SFG WEALTH MANAGEMENT LLC
COLBURN WEALTH MANAGEMENT, LLC
CETERA INVESTMENT ADVISERS LLC
EDWARD JONES
U.S. BANCORP ADVISORS, LLC
FIFTH THIRD SECURITIES, INC.

Other Investors

DAVID DEAN NEFF
DANIELLE CHRISTINE HOLMES
GLEN EDWARD HOLMES
Robert Gabel
PAUL DANA CHAPMAN
DANNY RAY COLBURN
Edward Daniels
RYAN A MINK

Other Offices

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · GROVE CITY, OH
OSAIC WEALTH, INC. · GROVE CITY, OH
SFG WEALTH MANAGEMENT LLC · GROVE CITY, OH
COLBURN WEALTH MANAGEMENT, LLC · GROVE CITY, OH
CETERA INVESTMENT ADVISERS LLC · Grove City, OH
EDWARD JONES · GROVE CITY, OH
EDWARD JONES · GROVE CITY, OH
U.S. BANCORP ADVISORS, LLC · Grove City, OH

More in Grove City, OH

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