Megan Jordan Bach

Current Employers

Employment History

• 05/2009 → Present
  E.P. Jordan & Associates, Inc.
  Cheektowaga, NY
• 09/2013 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Other Businesses

1) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES DBA EP JORDAN & ASSOCIATES ; INVESTMENT RELATED: YES ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: FIXED INSURANCE ; START DATE: 09/2010 ; APX NUMBER OF HOURS PER WEEK: 4 ; APX NUMBER OF HOURS DURING TRADING HOURS: 4 ; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT ; BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, DISABILITY AND LONG TERM CARE ; 2) NAME OF OTHER BUSINESS: JORDAN WEALTH MANAGEMENT ; INVESTMENT RELATED: YES ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: DBA NAME FOR MARKETING ; POSITION/TITLE/RELATIONSHIP: DBA NAME ; START DATE: 01/2020 ; APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: DBA NAME FOR MARKETING EP JORDAN & ASSOCIATES ; 3) NAME OF OTHER BUSINESS: ADVISORS ALLIANCE GROUP; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: REGIONAL RECRUITING ; START DATE: 5/2022; POSITION/TITLE/RELATIONSHIP: OSJ ; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: 5 ; BRIEF DESCRIPTION OF DUTIES: RECRUITING AND MARKETING ; 4) NAME OF OTHER BUSINESS: HICKORY HILL SWIM & TENNIS CLUB; INVESTMENT RELATED: NO; ADDRESS: 5220 CHESTNUT RIDGE RD, ORCHARD PARK, NY 14127; NATURE OF BUSINESS: BOARD; START DATE: 11/2022; POSITION/TITLE/RELATIONSHIP: VP FINANCE; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: WORK WITH HIRED ACCOUNTANT TO REVIEW THAT RECORDS ARE COMPLETE & ACCURATE, AUTHORIZE REIMBURSEMENTS, SET ANNUAL BUDGET, PROVIDE MONTHLY UPDATE ON FINANCES, PROVIDE YEAR-END FINANCIAL STATEMENT FOR THE MEMBERS; 5) NAME OF OTHER BUSINESS: GIRL SCOUTS USA, INVESTMENT RELATED: NO, ADDRESS: 4433 GENESEE STREET, BUFFALO, NY 14225, NATURE OF BUSINESS: NON-PROFIT, START DATE: 10/2024, POSITION/TITLE/RELATIONSHIP: CO TROOP LEADER, APX NUMBER OF HOURS PER WEEK: 1, NOT DURING TRADING HOURS BRIEF DESCRIPTION OF DUTIES: ASSIST WITH DRIVING, ACTIVITY PLANNING, SNACKS, FUNDRAISING OR OTHER TASKS AS NECESSARY;

Exams

• S63 Uniform Securities Agent State Law Examination
  2014-12-11

Other Names

• Megan Jordan
• Megan Marie Jordan