Jordan Thomas Wold

Current Employers

Employment History

• 09/2014 → 06/2021
  Voya Financial Advisors
  Amery, WI
• 09/2016 → Present
  Amery School District
  Amery, WI
• 06/2021 → 04/2023
  Cetera Advisor Networks Llc
  El Segundo, WI
• 04/2023 → Present
  Lpl Financial
  Amery, WI

Previous Registrations

• 2021-06-09 → 2023-05-03
  Cetera Wealth Services, Llc
  Maple Grove, MN
  Hudson, WI
  Amery, WI
  Vadnais Heights, MN
  Baldwin, WI
• 2014-06-16 → 2021-06-09
  Voya Financial Advisors, Inc.
  Amery, WI
  St Paul, MN
  Hudson, WI
  Baldwin, WI
  St Paul, MN
  Windsor, CT
  Maple Grove, MN

Other Businesses

1) 04/2023 - Innovative Planning Group - DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) - 160hrs/month - 100% time spent 2) 04/2023 - IPG Risk Management - Non-Variable Insurance - Inv. Related - Amery, WI - Agent Selling Insurance - Start Date 05/01/2023 - 40hrs/month - 20% time spent 3) 04/2023 - Unity Financial Life Insurance - Non-Variable Insurance - Inv. Related - Blue Ash, OH - Agent Selling Insurance - Start Date 04/23/2015 - 2% time spent 4) 04/2023 - AMERY SCHOOL DISTRICT - Outside/W-2 Employment - Non-inv. Related - Amery, WI - Referee - Start Date 09/06/2016 - 10hrs/month - 5% time spent 5) 05/02/2023 - Great Valley Advisor Group, Inc. - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Advisor - 160 Hours Per Month/40 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Great Valley Advisor Group, Inc. an independent investment advisor firm. I started this business activity in 5/2023. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, nature of its business, its owners and its services at http://www.adviserinfo.sec.gov/IAPD. This firm is separate and independent of LPL Financial. 6) 05/23/2023 - Innovative Planning Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date 05/01/2023 - 80 Hours Per Month/ 20 Hours During Securities Trading - Time Spent 50% - I provide investment advisory services through Great Valley Advisor Group, Inc. an independent investment advisor firm. I started this business activity in 5/2023. I expect to spend approximately 80 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, nature of its business, its owners and its services at http://www.adviserinfo.sec.gov/IAPD. This firm is separate and independent of LPL Financial.

Exams

• S66 Uniform Combined State Law Examination
  2014-05-28