Jordan Talbert (CRD# 7894475) is an Investment Advisor Representative working at Cwm Advisory, LLC in Ocean Pines, MD and has 1 year of experience in the finance industry.
CRD# 6005366
Edward Jones
CRD# 6118139
Eagle Strategies LLC
CRD# 1574326
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cwm Advisory, LLC | Ocean Pines, MD | Mar 2024 - Current | < 1 |
| Creative Wealth Management | Berlin, MD | Jun 2023 - Current | < 1 |
| Coconuts Bar & Grill | Ocean City, MD | Jun 2019 - Oct 2023 | 4 |
| Town Of Ocean City | Ocean City, MD | Dec 2019 - May 2020 | < 1 |
| N/a | Berlin, MD | Aug 2019 - Dec 2019 | < 1 |
| Ocean Pines Yacht Club | Berlin, MD | Jun 2018 - Aug 2019 | 1 |
| Willow Street Restaurant & Diner | Willow Street, PA | Oct 2018 - May 2019 | < 1 |
| Gonbananas | Lancaster, PA | Mar 2018 - Jun 2018 | < 1 |
| N/a | Lancaster, PA | Mar 2016 - Mar 2018 | 2 |
| Student | Lancaster, PA | Mar 2014 - Mar 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2024 |
- DE
- MD
-
Total Assets Under Management68MILLIONS
-
Total Number of Accounts492ACCOUNTS
-
Average Account Value$137,666
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
DE, MD, PA, TX, VA
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