Jordan H Van Der Weele

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2023-11-14
IN	RA	APPROVED	2023-11-03

Branch Locations

One Bryant Park, New York, NY 10036 • UNITED STATES

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Fort Wayne	IN	06/2022	Present
Flagstar Bank	Fort Wayne	IN	12/2018	03/2020
Home Depot	Fort Wayne	IN	11/2019	12/2019
Tri State Maintenance	Fort Wayne	IN	10/2019	11/2019
Our Hope Lutheran	Huntertown	IN	06/2020	12/2020
Meijer	Fort Wayne	IN	12/2020	03/2021
Fort Wayne Neuropsychology	Fort Wayne	IN	05/2022	06/2022
Northwest Allen County Schools	Fort Wayne	IN	03/2020	05/2022
Wells Fargo Bank, N.A.	Huntington	IN	01/2001	12/2018

06/2022 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Fort Wayne, IN
12/2018 → 03/2020

Flagstar Bank

Fort Wayne, IN
11/2019 → 12/2019

Home Depot

Fort Wayne, IN
10/2019 → 11/2019

Tri State Maintenance

Fort Wayne, IN
06/2020 → 12/2020

Our Hope Lutheran

Huntertown, IN
12/2020 → 03/2021

Meijer

Fort Wayne, IN
05/2022 → 06/2022

Fort Wayne Neuropsychology

Fort Wayne, IN
03/2020 → 05/2022

Northwest Allen County Schools

Fort Wayne, IN
01/2001 → 12/2018

Wells Fargo Bank, N.A.

Huntington, IN

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-11-02