Jordan Rae Talbert

Current Employers

Employment History

• 04/2024 → Present
  Cwm Advisory, Llc
  Ocean Pines, MD
• 06/2023 → Present
  Creative Wealth Management
  Berlin, MD
• 06/2019 → 10/2023
  Coconuts Bar & Grill
  Ocean City, MD
• 12/2019 → 05/2020
  Town Of Ocean City
  Ocean City, MD
• 06/2018 → 08/2019
  Ocean Pines Yacht Club
  Berlin, MD
• 10/2018 → 05/2019
  Willow Street Restaurant & Diner
  Willow Street, PA
• 03/2018 → 06/2018
  Gonbananas
  Lancaster, PA
• 08/2019 → 12/2019
  N/A
  Berlin, MD
• 03/2016 → 03/2018
  N/A
  Lancaster, PA

Other Businesses

Name of outside business: Insurance agent; Is the business investment related: Yes; Location of the business: 11202 Racetrack Road, Suite 102 Ocean Pines MD 21811 US; Description of the business: Licensed to sell life, health and fixed annuities; Position Title: Insurance Agent; Responsibilities Duties: Licensed to sell insurance. ; Start date with business: 2025-06-21; Hours per month devoted to business during trading hours: 3; Hours per month devoted to business outside trading hours: 0;

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-04-26

Designations