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Jordan Ashley Davan

Monon Wealth Management

Carmel, IN

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Current Employers
Monon Wealth Management

99 E Carmel Dr. Suite 160, Carmel, IN 46032 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2025-01-14
  • IN RA
    APPROVED
    Since 2025-01-14

Branch Locations

99 E Carmel Dr. Suite 160, Carmel, IN 46032 • 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
Charles Schwab & Co., Inc. Carmel IN 09/2013 01/2025
Monon Wealth Management Carmel IN 01/2025 Present
Previous Registrations
Other Businesses

1) Licensed insurance agent; Not investment-related; Carmel, IN 46032; Insurance sales; 5 hours per month, 0 during trading hours; Implementation of insurance recommendations

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-02-02
S63 Uniform Securities Agent State Law Examination 2014-01-17
  • S66 Uniform Combined State Law Examination
    2015-02-02
  • S63 Uniform Securities Agent State Law Examination
    2014-01-17
Designations
Other Names
  • Jordan A Woods
  • Jordan Ashley Woods
  • Jordan Davan

View on SEC IAPD

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CHRISTOPHER JOHN ROUTT
DAVID STEWART LANE WEIR
CATHERINE HARSTICK
BRYAN DAVID KLEMM
TODD ALAN BIEBERICH

Other Offices

VALIC FINANCIAL ADVISORS, INC. · CARMEL, IN
OPPENHEIMER ASSET MANAGEMENT · CARMEL, IN
ONEAMERICA SECURITIES, INC. · CARMEL, IN
LPL FINANCIAL LLC · CARMEL, IN
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Carmel, IN
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · CARMEL, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Carmel, IN
WILLIAMSON LEGACY GROUP, LLC · Carmel, IN

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