Inactive

Jordan Chad Banning

Crafted Financial Planning

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Current Employers

Crafted Financial Planning

Glendale, AZ • United States

Current Registrations

Authority	Category	Status	Date
AZ	RA	APPROVED	2024-01-26

AZ RA
APPROVED

Since 2024-01-26

Branch Locations

Glendale, AZ • 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

Organization	City	State	From	To
Wells Fargo Advisors, Llc	Phoenix	AZ	11/2014	10/2016
Wells Fargo Clearing Services Llc	Phoenix	AZ	05/2018	08/2020
Cailean Cpa & Business Consulting, Pllc	Peoria	AZ	10/2016	05/2018
Stewardship For Life, Inc. Dba Stewardship Wealth Advisors	Phoenix	AZ	09/2020	12/2023
Wells Fargo Bank, Na	Phoenix	AZ	06/2010	10/2016
Wells Fargo Bank, Na	Phoenix	AZ	05/2018	08/2020
Banning Wealth Management, Llc	Glendale	AZ	11/2023	Present

11/2014 → 10/2016

Wells Fargo Advisors, Llc

Phoenix, AZ
05/2018 → 08/2020

Wells Fargo Clearing Services Llc

Phoenix, AZ
10/2016 → 05/2018

Cailean Cpa & Business Consulting, Pllc

Peoria, AZ
09/2020 → 12/2023

Stewardship For Life, Inc. Dba Stewardship Wealth Advisors

Phoenix, AZ
06/2010 → 10/2016

Wells Fargo Bank, Na

Phoenix, AZ
05/2018 → 08/2020

Wells Fargo Bank, Na

Phoenix, AZ
11/2023 → Present

Banning Wealth Management, Llc

Glendale, AZ

Previous Registrations

2020-09-16 → 2024-01-02

Stewardship Wealth Advisors

Phoenix, AZ

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2020-09-02
S63	Uniform Securities Agent State Law Examination	2014-11-26

S65 Uniform Investment Adviser Law Examination

2020-09-02
S63 Uniform Securities Agent State Law Examination

2014-11-26

Designations

View on SEC IAPD

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