AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
JV

Jordan D. Volk

VARIABLE INVESTMENT ASSOCIATES
Tea, SD 57064
Some features on this profile are disabled
CRD#: 1535761
JV

Professional summary


Jordan David Volk is a registered financial professional currently at VARIABLE INVESTMENT ASSOCIATES, INC. located in Tea, South Dakota.

Jordan is registered as a RR (Registered Representative) and started their career in finance in 1986. Jordan has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 22 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Jordan David Volk's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

September 9, 2020 - Present

VARIABLE INVESTMENT ASSOCIATES, INC.

Office #1: 750 E. 1st Street, Tea, SD 57064
BD
CRD#: 44412
Tea, SD
Past

February 5, 2013 - September 8, 2020

AMERITAS INVESTMENT COMPANY, LLC

BD
CRD#: 14869
Sioux Falls, SD
Past

August 2, 2010 - November 29, 2012

PARKLAND SECURITIES, LLC

BD
CRD#: 115368
SIOUX FALLS, SD
Past

April 25, 2006 - July 19, 2010

WOODBURY FINANCIAL SERVICES, INC.

BD
CRD#: 421
SIOUX FALLS, SD
Past

December 19, 2005 - May 10, 2006

USALLIANZ SECURITIES, INC.

BD
CRD#: 40875
SIOUX FALLS, SD
Past

January 5, 2000 - December 7, 2005

USALLIANZ SECURITIES, INC.

BD
CRD#: 40875
MINNEAPOLIS, MN
Past

May 12, 1988 - December 31, 1999

NEW ENGLAND SECURITIES

BD
CRD#: 615
NEW YORK, NY
Past

August 25, 1986 - May 19, 1988

LUTHERAN BROTHERHOOD SECURITIES CORP.

BD
CRD#: 4205

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Indiana
(9/9/2020)
RR
Minnesota
(10/13/2020)
RR
North Dakota
(9/9/2020)
RR
Ohio
(9/9/2020)
RR
South Dakota
(9/9/2020)
RR
Virginia
(7/26/2021)

Exams


State Security Law Exam
IAR
Series 65
Date: 12/29/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


VI
VARIABLE INVESTMENT ASSOCIATES, INC.
VARIABLE INVESTMENT ADVISORS, INC. | VARIABLE INVESTMENT ASSOCIATES, INC.

CRD#: 44412 / SEC#: , 8-50699

BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
750 E. 1st Street, Tea, SD 57064
Mailing Address
750 E. 1st Street, Tea, SD 57064
Phone number
(605) 361-8230
Established
South Dakota since 10/03/1997
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (49 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
WILSON, GREGORY STEVENPRESIDENT / CEO / CCO / COO/1272680
FONDER, TERRY JOSEPHFINOP5561085
WILSON, KYLE WAGNERASSISTANT CEO5212895

Disclosures


Regulatory Event1

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


VARIABLE INVESTMENT ASSOCIATES, INC.

CRD#: 44412Tea, SD 57064

TRUST BUT VERIFY

Monitor Jordan Volk

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


TW
Thomas WilsonAdvisorCheck Check Mark
CHARLES SCHWAB & CO., INC.
PR
SAN FRANCISCO, CA
AQ
Azam QayumAdvisorCheck Check Mark
CETERA ADVISORS LLC
PR
GREENWOOD VILLAGE, IL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics