Individual Firm
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Jordan Edward Grzesczyk
JORDAN E GRZESCZYK, JORDAN EDWARD GRZESCZYK
CRD#: 6363978
IA
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CGN ADVISORS, LLCCRD#: 159359 Santa Monica, CA
0
Disclosures
10
Years of Experience
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State Registrations
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California 6/9/2021
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Texas 2/9/2024
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| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
IA | 05/01/2018 - 06/10/2021 | Los Angeles, CA | |
B | 05/01/2018 - 06/10/2021 | Los Angeles, CA | |
IA | 04/10/2017 - 04/17/2018 | NEW HAVEN, CT | |
B | 04/10/2017 - 04/17/2018 | NEW HAVEN, CT | |
IA | 09/10/2014 - 02/22/2017 | HARTFORD, CT | |
B | 08/12/2014 - 02/22/2017 | HARTFORD, CT |
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Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
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.