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LJ

Linda J. Jordan

MARCH CAPITAL
Skokie, IL
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CRD#: 2083898
LJ

Professional summary


Linda Joyce Jordan is a registered financial professional currently at MARCH CAPITAL CORP. located in Skokie, Illinois.

Linda is registered as a RR (Registered Representative) and started their career in finance in 1990. Linda has worked at 9 firms and has passed the Series 63, Series 65, SIE and Series 7 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 Linda Joyce Jordan'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

October 18, 2019 - Present

MARCH CAPITAL CORP.

RIA
BD
CRD#: 24142
Skokie, IL
Past

January 13, 2017 - January 26, 2019

TOP CAPITAL ADVISORS, INC.

BD
CRD#: 166881
INGLEWOOD, CA
Past

November 8, 2006 - May 4, 2016

MESIROW FINANCIAL, INC.

BD
CRD#: 2764
ATLANTA, GA
Past

March 30, 2006 - May 4, 2016

MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC.

RIA
CRD#: 111135
ATLANTA, GA
Past

January 3, 2002 - August 26, 2002

EQUITY SERVICES, INC.

BD
CRD#: 265
MONTPELIER, VT
Past

January 29, 2001 - March 10, 2008

NCM CAPITAL MANAGEMENT GROUP INC

RIA
CRD#: 105312
DURHAM, NC
Past

January 31, 1997 - January 10, 2000

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

January 31, 1997 - January 10, 2000

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN
Past

August 16, 1990 - April 16, 1991

BANC ONE CAPITAL MARKETS, INC.

BD
CRD#: 23065
CHICAGO, IL

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
Georgia
(1/1/2020)
RR
Texas
(1/1/2020)

Exams


State Security Law Exam
RR
Series 63
Date: 12/29/2019
Uniform Securities Agent State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


MC
MARCH CAPITAL CORP.
ANGELSTREET SECURITIES, INC. | MARCH CAPITAL CORP. | GRANT SECURITIES, L.P. | GLENWOOD SECURITIES CORP.

CRD#: 24142 / SEC#: , 8-41173

Illinois
Registered Investment Advisory firm - SEC (10/29/1996 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information


Main Address
200 E Randolph St Suite 5100, Chicago, IL 60601
Mailing Address
200 E Randolph St Suite 5100, Chicago, IL 60601-6528
Phone number
(312) 443-8404
Established
Illinois since 09/05/1990
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees
4

FINRA licenses (24 States and Territories)


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

Documents


Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
RICE, RICHARD JAYPRESIDENT AND CHIEF COMPLIANCE OFFICER725697

Regulatory assets under management


Total Number of Accounts3
AUM (Assets Under Management)$ 83,479,520

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


MARCH CAPITAL CORP.

CRD#: 24142Skokie, IL

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