Jordan Maruszak (CRD# 5794550) is an Investment Advisor Representative working at Csenge Advisory Group, LLC in Ridgeland, MS and has over 13 years of experience in the finance industry. Jordan Maruszak has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4521298
Bergland Wealth Management, Inc.
CRD# 1649163
Primerica Advisors
CRD# 1669173
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Navitas Wealth Advisors | Ridgeland, MS | Mar 2022 - Current | 2 |
| Csenge Advisory Group, LLC | Clearwater, FL | Mar 2022 - Current | 2 |
| Lion Street Financial | Ridgeland, MS | Mar 2022 - Current | 2 |
| Hancock Whitney Bank | Mobile, AL | Apr 2020 - Mar 2022 | 1 |
| Hancock Whitney Investment Services, Inc. | Mobile, AL | Apr 2020 - Mar 2022 | 1 |
| Cetera Investment Services LLC | St Cloud, MN | Dec 2017 - Apr 2020 | 2 |
| Cetera Investment Advisers LLC | Ridgeland, MS | Dec 2017 - Apr 2020 | 2 |
| Regions Bank | Ridgeland, MS | Sep 2017 - Apr 2020 | 2 |
| Charles Schwab & Company, Inc. | Birmingham, AL | Sep 2015 - Sep 2017 | 2 |
| Charles Schwab Bank | Birmingham, AL | Sep 2015 - Sep 2017 | 2 |
| Fidelity Brokerage Services, LLC | Jacksonville, FL | Apr 2011 - Sep 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2011 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2012 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- MS
- TX
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Total Assets Under Management2,753MILLIONS
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Total Number of Accounts14,675ACCOUNTS
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Average Account Value$187,594
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