Best Investors Account Sign in

Jordan Wilkins

Edward Jones

Alpine, UT

CRD 7089894

Claim This Profile
Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-07-11
UT RA APPROVED 2020-02-11
AZ RA APPROVED 2019-08-06
  • TX RA
    APPROVED
    Since 2024-07-11
  • UT RA
    APPROVED
    Since 2020-02-11
  • AZ RA
    APPROVED
    Since 2019-08-06

Branch Locations

15 East 200 North, Alpine, UT 84004 • 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
Edward Jones St Louis MO 06/2019 Present
Optum Bank West Valley City UT 05/2017 05/2019
Tucanos Brazilian Grill Provo UT 05/2013 12/2016
Apex Systems Salt Lake City UT 10/2016 05/2017
  • 06/2019 → Present
    Edward Jones
    St Louis, MO
  • 05/2017 → 05/2019
    Optum Bank
    West Valley City, UT
  • 05/2013 → 12/2016
    Tucanos Brazilian Grill
    Provo, UT
  • 10/2016 → 05/2017
    Apex Systems
    Salt Lake City, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-08-03
  • S66 Uniform Combined State Law Examination
    2019-08-03
Other Names
  • Jordan Scott Wilkins

View on SEC IAPD

Nearby Firms

LONE PEAK GLOBAL INVESTORS, LLC
OSAIC WEALTH, INC.
AMERIPRISE FINANCIAL SERVICES, LLC

Nearby Investors

ROGER ALLEN HILL
DAVID WEBB PASSEY
RYAN PAGE BATCHELOR

Nearby Offices

LONE PEAK GLOBAL INVESTORS, LLC · ALPINE, UT
OSAIC WEALTH, INC. · ALPINE, UT
AMERIPRISE FINANCIAL SERVICES, LLC · Alpine, UT

More in Alpine, UT

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor