Christopher Paul Jordan

Current Employers

Employment History

• 02/2000 → 11/2017
  National Planning Corporation
  Tarrytown, NY
• 06/2005 → Present
  Lexco Wealth Management, Inc.
  Tarrytown, NY
• 11/2017 → Present
  Lpl Financial Llc
  Tarrytown, NY

Previous Registrations

• 2023-04-17 → 2025-12-31
  Lexco Wealth Management, Inc.
  Tarrytown, NY
• 2022-01-24 → 2022-12-13
  Lexco Wealth Management, Inc.
  Tarrytown, NY
• 2006-03-08 → 2021-12-31
  Lexco Wealth Management, Inc.
  Tarrytown, NY
  Greenwich, CT
• 2004-01-21 → 2017-12-06
  National Planning Corporation
  Greenwich, CT
  Tarrytown, NY
  Gates Mill, OH
  Newport Beach, CA
  Los Angeles, CA

Other Businesses

1. 11/29/2017 - Lexco Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 11/29/2017 - Christopher Jordan - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - AGENT - Start Date 11/12/2011 - 20 Hours Per Month - Life, Health, DI, LTC. 3. 11/29/2017 - Lexco Wealth Management - Investment Related - At Reported Business Location(s) - Real Estate Rental - Landlord - 5 Hours Per Month - Sublet to advisors in practice. 4. 1/19/2018 - LEXCO Wealth Management, Inc. - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - IAR - Started 10/2017 - 8 Hours Per Month During Securities Trading - Time Spent 5% - I provide financial planning and consulting services through LEXCO Wealth Management, Inc., an independent investment advisor firm.  I started this business activity in 10/2017. I expect to spend approximately 8 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The advisory firm is separate from and independent of LPL Financial. 5. 11/08/2019 - LEXCO Wealth Management - Investment related - At reported business location(s) - Insurance Agency - start date:5/13/2019 - 8 hrs/mo - 5 hrs during trading. 6. 3/7/2023 - Advisers Insurance Brokers - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start Date - 02/15/2023 - 5 Hours Per Month/5 Hours During Securities Trading

Exams

• S66 Uniform Combined State Law Examination
  2021-09-29
• S65 Uniform Investment Adviser Law Examination
  2004-01-06
• S63 Uniform Securities Agent State Law Examination
  1991-05-15

Other Names

• Christopher P Jordan