Jordan Robert Nichols

Current Employers

Employment History

• 11/2011 → Present
  State Employees' Credit Union
  Charlotte, NC
• 01/2014 → Present
  Secu Brokerage Services
  Raleigh, NC
• 05/2014 → Present
  Credit Union Investment Services
  Raleigh, NC
• 10/2014 → Present
  Secu Life Insurance Company
  Raleigh, NC
• 09/2015 → Present
  Members Trust Company
  Tampa, FL

Other Businesses

STATE EMPLOYEES' CREDIT UNION. INVESTMENT RELATED BUSINESS. NATURE: FINANCIAL SERVICES. OSJ OFFICE ADDRESS: RALEIGH, NC. TITLE: Financial Advisory Services. START DATE: 11/2011. DUTIES: Supervise the offering of FINANCIAL SERVICES TO ELIGIBLE MEMBERS AND PROVIDE OPPORTUNITIES FOR MEMBERS TO IMPROVE THEIR ECONOMIC AND SOCIAL CONDITION. SECU LIFE INSURANCE COMPANY. INVESTMENT RELATED BUSINESS. ADDRESS: RALEIGH, NC. NATURE: LIFE INSURANCE. TITLE: AGENT. START DATE: 10/2014. DUTIES AND TIME (SOME DURING SECURITIES TRADING HOURS) AS REQUIRED IN CONJUNCTION WITH POSITION AT STATE EMPLOYEES' CREDIT UNION. MEMBERS TRUST COMPANY. INVESTMENT RELATED BUSINESS. NATURE: TRUST SERVICES. ADDRESS: 14025 RIVEREDGE DRIVE, SUITE 280, TAMPA, FL 33637. SPEND APPROXIMATELY 1% OF TIME CONDUCTING MTC BUSINESS. START DATE: SEPTEMBER, 2015. TITLE: TRUST REP. The Wooden Nickel Woodworking LLC. Address: 332 Beverly Cir, Charlotte, NC 28270. Nature: Sales. Title: Owner. Start date: 3/10/2021. Devote approximately 32 hours per month to other business, none during securities trading hours. Duties: Woodworking projects and children's furniture.

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-09-09
• S63 Uniform Securities Agent State Law Examination
  2014-05-14