David Paul Jordan

Employer firm

Jordan Financial Life Planning CRD 146633

$107M regulatory AUM 6 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2008 → Present
  Independent Wealth Management Llc
  Kenosha, WI

Previous Registrations

• 2005-03-08 → 2011-12-15
  Annex Wealth Management, Llc
  Kenosha, WI
• 2004-03-19 → 2005-03-09
  Thrivent Investment Management Inc.
  Kenosha, WI

Other Businesses

TOJO ENTERPRISES LLC - PARTNER. PROPERTY MANAGEMENT - 0 HOURS, OWNS THE BUILDING IN WHICH THE PRACTICE IS LOCATED.

Exams

• S66 Uniform Combined State Law Examination
  2003-05-15
• S63 Uniform Securities Agent State Law Examination
  1993-06-01

Designations

• Certified Financial Planner
• Chartered Financial Consultant