Jordan Gregory
Financial Advisor @Capstone Partners Financial and Insurance Services
Signup · Get unlimited contacts
WORK HISTORY
Financial Advisor @Capstone Partners Financial and Insurance Services
EDUCATION
UC Irvine
Bachelor of Arts - BA, Economics
SKILLS
ABOUT JORDAN GREGORY
I provide an analysis of your current financial situation and help you: identify financial goals and concerns, illustrate what is being done to reach your goals and deal with concerns, identify gaps, if present, and offer solutions to help fill them. My goal is to assist families and business owners building their financial freedom. I have the skills, knowledge and experience required to help meet my client’s established goals. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs. My personal goal is to become a lifetime resource for each and every client. I am licensed and domiciled to sell insurance in California.CA Insurance License Number: 42•••86I am registered to sell securities in: AR, AZ, CA(IAR), MT, NY, SC, TX(IAR), UT, & VA.I am a registered representative of and offer securities, financial planning, and investment advisory services through MML Investors Services, LLC, Member SIPC Supervisory address: Century Park East, Suite 150, Los Angeles, CA 90••••••••00.
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.