seller-profile

Jordan Wedell CFP®

Southwestern Investment Advisory Services, Inc.

801 Crescent Centre Dr. Suite 600

Franklin, TN 37067

615-861-3510

Connect with Jordan

General Information

Firm Start Year

2002

CRD#

6685737

Firm CRD#

6694

Name of Broker/Dealer

Raymond James

Name of Custodial Firm

Raymond James

Years of Experience in Financial Services

4

Number of Years with Current Firm

5

Compliance

Registered Investment Advisor

Yes

I am an acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Securities Licenses

Series 66, Series 7

Firm Information

Firm's Number of Clients

12000

Firm's Number of Planning Clients

10500

Assets Managed by Firm

5.5B

Compensation and Fees

Fee Structure

Fee-Based

Compensation Methods

Based on Assets

Disclaimer

© 2019 Southwestern Investment Group. Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC. Privacy Notice: Investment advisory services offered through Southwestern Investment Advisory Services, Inc., an independent registered investment adviser. Southwestern Investment Group or dba teams are not registered broker dealers and are independent of Raymond James Financial Services. Representatives may not registered to offer securities and advisory services in all states.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.