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Jordan Anthony Bingham

Hidden Cove Wealth Management

Bainbridge Island, WA

CRD 6725950

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Employer firm

Hidden Cove Wealth Management CRD 318677

$404M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers

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

Current Employers
Hidden Cove Wealth Management

249 Winslow Way East Suite 100, Bainbridge Island, WA 98110 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2022-03-25
  • WA RA
    APPROVED
    Since 2022-03-25

Branch Locations

249 Winslow Way East Suite 100, Bainbridge Island, WA 98110 • 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
Edward Jones St. Louis MO 11/2016 05/2017
Penn Mutual Life Insurance Company Horsham PA 05/2017 09/2020
Horner, Townsend & Kent, Inc. Horsham PA 05/2017 09/2020
Resources Investment Advisors, Llc Overland Park KS 08/2020 Present
Hidden Cove Wealth Management, Llc Bainbridge Island WA 03/2022 Present
One Strategic Capital, Inc. Bainbridge Island WA 09/2020 Present
  • 11/2016 → 05/2017
    St. Louis, MO
  • 05/2017 → 09/2020
    Penn Mutual Life Insurance Company
    Horsham, PA
  • 05/2017 → 09/2020
    Horner, Townsend & Kent, Inc.
    Horsham, PA
  • 08/2020 → Present
    Resources Investment Advisors, Llc
    Overland Park, KS
  • 03/2022 → Present
    Hidden Cove Wealth Management, Llc
    Bainbridge Island, WA
  • 09/2020 → Present
    One Strategic Capital, Inc.
    Bainbridge Island, WA
Previous Registrations
  • 2020-08-31 → 2022-05-04
    Overland Park, KS
    Bainbridge Island, WA
  • 2017-10-05 → 2020-09-09
    Bellevue, WA
    Mount Vernon, WA
  • 2017-05-12 → 2017-05-26
    Arlington, WA
    St Louis, MO
    Marysville, WA
    Arlington, WA
Other Businesses

NAME OF OTHER BUSINESS: ONE STRATEGIC CAPTIAL, INC.; INVESTMENT RELATED; YES; ADDRESS: 249 WINSLOW WAY EAST, SUITE 100,BAINBRIDGE ISLAND,WA 98110; NATURE OF OTHER BUSINESS; INSURANCE AGENCY; POSITION; INSURANCE AGENT; START DATE: 09/01/2020; NUMBER OF HOURS/MONTH: 30; NUMBER HOURS/MONTH DURING TRADING HOURS: 6.5; SALES OF INSURANCE PRODUCTS.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-03-10
  • S66 Uniform Combined State Law Examination
    2017-03-10

View on SEC IAPD

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