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Kelly Ileen Jordan
KELLY JORDAN, KELLY MCBRIDE
CRD#: 1892417
IA
Investment Adviser
B
Broker
OSAIC WEALTH, INC.CRD#: 23131 8880 CAL CENTER DRIVE
SUITE 220
SACRAMENTO, CA 95826-3229
Registration History
199019952000200520102015202020252 FIRMS2003 - 2021 (17 years)3 FIRMS2022 - 2022 (<1 year)2 FIRMS2022 - 2025 (2 years)2 FIRMS2025 - Present (<1 year)BCHARLES SCHWAB & CO., INC. (CRD# 5393)1994 - 2003 (9 years)BFN INVESTMENT CENTER (CRD# 19631)1988 - 1994 (5 years)IATD AMERITRADE INVESTMENT MANAG... (CRD# 111514)2006 - 2020 (14 years)IACHARLES SCHWAB & CO., INC. (CRD# 5393)1997 - 2003 (5 years)
Disclosure(s)
View By:
10/9/2018
Financial
Final
10/4/2018
Financial
Final
10/4/2018
Financial
Final
10/2/2018
Financial
Final
10/1/2018
Financial
Final
10/17/2017
Financial
Final
6/15/2017
Financial
Final
6/15/2017
Financial
Final
License(s)

State Registrations

B
California 1/24/2025

IA
California 1/24/2025

SRO Registrations

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
OSAIC WEALTH, INC. (CRD#:23131)
8880 CAL CENTER DRIVE SUITE 220, SACRAMENTO, CA 95826-3229
Registered with this firm since 1/24/2025

B
OSAIC WEALTH, INC. (CRD#:23131)
8880 CAL CENTER DRIVE SUITE 220, SACRAMENTO, CA 95826-3229
Registered with this firm since 1/24/2025

Previous Registration(s)
th hidden textth hidden textNameLocation
IA
12/19/2022 - 01/24/2025 OSAIC FA, INC. (CRD#:3978) SACRAMENTO, CA
B
12/19/2022 - 01/24/2025 OSAIC FA, INC. (CRD#:3978) SACRAMENTO, CA
IA
05/25/2022 - 08/31/2022 NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC (CRD#:2881) SACRAMENTO, CA
B
05/25/2022 - 08/31/2022 NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (CRD#:2881) SACRAMENTO, CA
B
01/04/2022 - 03/08/2022 WESTPARK CAPITAL, INC. (CRD#:39914) LOS ANGELES, CA
IA
06/11/2003 - 01/11/2021 TD AMERITRADE, INC. (CRD#:7870) ROSEVILLE, CA
B
02/06/2003 - 01/11/2021 TD AMERITRADE, INC. (CRD#:7870) ROSEVILLE, CA
IA
04/24/2006 - 12/31/2020 TD AMERITRADE INVESTMENT MANAGEMENT, LLC (CRD#:111514) ROSEVILLE, CA
IA
07/08/1997 - 02/11/2003 CHARLES SCHWAB & CO., INC. (CRD#:5393) STOCKTON, CA
B
02/10/1994 - 02/11/2003 CHARLES SCHWAB & CO., INC. (CRD#:5393) WESTLAKE, TX
B
12/05/1988 - 01/25/1994 FN INVESTMENT CENTER (CRD#:19631) SACRAMENTO, CA
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B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.