Jordan Gersell (CRD# 7655287) is an Investment Advisor Representative working at Lpl Financial LLC in Bloomfield Township, MI and has 1 year of experience in the finance industry.
CRD# 4718596
Law Office Of Kevin Adams, Pllc
CRD# 6679672
Center For Financial Planning Inc.
CRD# 6182637
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Bloomfield Township, MI | Dec 2022 - Current | 1 |
| Team One Credit Union | Bloomfield Hills, MI | May 2019 - Current | 5 |
| Citizens Bank | Sterling Heights, MI | Apr 2018 - Apr 2019 | 1 |
| Unemployed | Clinton Township, MI | Mar 2018 - Apr 2018 | < 1 |
| Tweddle | Clinton Township, MI | Mar 2018 - Mar 2018 | < 1 |
| Staples | Livonia, MI | Apr 2017 - Mar 2018 | < 1 |
| Unemployed | Saginaw, MI | Feb 2017 - Apr 2017 | < 1 |
| Widevantage | Seoul, | Jul 2016 - Feb 2017 | < 1 |
| Seoul Metropolitan Office Of Education | Seoul, | Aug 2014 - Jun 2016 | 1 |
| Taco Bell | Saginaw, MI | Jan 2014 - Jul 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2023 |
- MI
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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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