Erik R. Jordan
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Erik Russell Jordan, who also goes by Erik Jordan, was a registered financial professional .
Erik is a previously registered financial professional and started their career in finance in 2000. Erik had worked at 4 firms and has passed the Series 63, Series 79TO, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
February 10, 2020 - December 8, 2023
CALAMAR FINANCIAL GROUP, LLC
July 7, 2006 - November 29, 2019
KPMG CORPORATE FINANCE LLC
July 3, 2001 - June 13, 2006
BDO CAPITAL ADVISORS, LLC
September 28, 2000 - July 13, 2001
REA SECURITIES INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative ExaminationCurrent Firm
CALAMAR FINANCIAL GROUP, LLC
CRD#: 283992 / SEC#: , 8-69777
Contact information
FINRA licenses (17 States and Territories)
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.
