AJ
AJ

Angie L. Jordan

17 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
487 advisors
Number of Clients
37,091 clients
Average Client Portfolio
$98K average
Assets Under Management
$3.7B

Fee Structure

Minimum Investment:$2K
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Location

11440 North Jog Road, Palm Beach Gardens, FL, 33418-3764

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Angie works as a life insurance agent, dedicating a few hours per week to running quotes, processing applications, and servicing policies. She also works as a financial advisor for Thoroughbred Asset Management, spending about half of her time on this role.

Employment History
Current Registrations
Gwn Securities INC.
August 2014 - Present · 11 yrs 6 mos
Gwn Securities INC.Broker
August 2014 - Present · 11 yrs 6 mos
Previous Registrations
Legend Advisory CORP
July 2012 - August 2014 · 2 yrs 1 mo
Legend Equities CorporationBroker
January 2011 - August 2014 · 3 yrs 7 mos
MML Investors Services, LLCBroker
July 2008 - January 2011 · 2 yrs 6 mos
State Registrations5 states
FLILKYNYTN
AdvisorBrokerBoth
Exams
No exam information available for this advisor.