Jordan Smith (CRD# 7125763) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Wauwatosa, WI and has over 5 years of experience in the finance industry.
CRD# 170
Mutual Of Omaha Investor Services, Inc.
CRD# 6857150
Landaas & Company
CRD# 6289332
Annex Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Wauwatosa, WI | Mar 2023 - Current | 1 |
| Unemployed | Wauwatosa, WI | Apr 2022 - Mar 2023 | < 1 |
| Wells Fargo Funds Distributor, LLC | Menomonee Falls, WI | Jun 2019 - Apr 2022 | 2 |
| Unemployed | Milwaukee, WI | Mar 2019 - Jun 2019 | < 1 |
| Us Bank Global Fund Services | Milwaukee, WI | Oct 2014 - Mar 2019 | 4 |
| Us Bank Home Mortgage | Brookfield, WI | May 2013 - Oct 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2019 |
| S66 | NASAA Uniform Combined State Law Examination | May 2023 |
- TX
- WI
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Total Assets Under Management818,776MILLIONS
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Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, VT, WA, WI, WV, WY
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