Jordan Bohannon (CRD# 7823337) is an Investment Advisor Representative working at Primerica Advisors in Hiawatha, IA and has 1 year of experience in the finance industry.
CRD# 5362122
Cedar Point Capital Partners, LLC
CRD# 4525922
Lpl Financial LLC
CRD# 4187389
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bohannon Financial | Hiawatha, IA | Mar 2024 - Current | < 1 |
| Pfs Investments Inc. | Hiawatha, IA | Oct 2021 - Current | 2 |
| Primerica Financial Services | Hiawatha, IA | Mar 2021 - Current | 3 |
| Ncpa | Cedar Rapids, IA | Sep 2022 - Jun 2023 | < 1 |
| Nba G-league | Des Moines, IA | Oct 2022 - Apr 2023 | < 1 |
| Iowa Everywhere | Cedar Rapids, IA | Jun 2022 - Oct 2022 | < 1 |
| University Of Iowa | Iowa City, IA | Jun 2016 - Jun 2022 | 6 |
| Linn-mar High School | Marion, IA | Sep 2012 - Jun 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2023 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2024 |
- IA
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Total Assets Under Management8,462MILLIONS
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Total Number of Accounts59,808ACCOUNTS
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Average Account Value$141,486
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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