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Jordan Douglas Alvarez

Connected Financial Strategies LLC

Allendale, MI

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Current Employers
Connected Financial Strategies Llc

Allendale, MI • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2026-02-25
  • MI RA
    APPROVED
    Since 2026-02-25

Branch Locations

Allendale, MI • 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
Nylife Securities Llc Allendale MI 10/2016 02/2026
Eagle Strategies Llc Grand Rapids MI 06/2021 02/2026
Connected Financial Strategies, Llc Grand Rapids MI 02/2026 Present
Previous Registrations
Other Businesses

1) Licensed insurance agent; Investment-related; Same address; Insurance sales; Implementation of insurance recommendations; Approx. 5% of time during the month.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-06-18
S63 Uniform Securities Agent State Law Examination 2017-10-04
  • S66 Uniform Combined State Law Examination
    2021-06-18
  • S63 Uniform Securities Agent State Law Examination
    2017-10-04

View on SEC IAPD

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