Jordan Chisholm
Professional summary
Jordan Chisholm, who also goes by Jordan Elisabeth Chisholm, Jory Chisholm, is a registered financial professional currently at FORESIDE FUND SERVICES, LLC located in Denver, Colorado.
Jordan is registered as a RR (Registered Representative) and started their career in finance in 2007. Jordan has worked at 3 firms and has passed the Series 63, Series 7TO, Series 6TO, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Jordan Chisholm's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 10, 2022 - Present
FORESIDE FUND SERVICES, LLC
Office #1: 240 St. Paul Street Suite 400, Denver, CO 80206June 24, 2021 - October 20, 2021
EMPOWER FINANCIAL SERVICES, INC.
November 6, 2007 - December 13, 2007
J.P. MORGAN INSTITUTIONAL INVESTMENTS 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
(6/10/2022)
(6/10/2022)
Exams
Series 7TO
Date: 10/18/2025
General Securities Representative ExaminationSeries 6TO
Date: 6/24/2021
Investment Company Products/Variable Contracts Representative ExaminationFINRA
Current Firm
FORESIDE FUND SERVICES, LLC
CRD#: 46106 / SEC#: , 8-51293
Contact information
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| FORESIDE DISTRIBUTORS, LLC | SOLE MEMBER | |
| COWAN, TERESA MARIA KAZMIERSKI | PRES/MANAGER/DIRECTOR | 1544189 |
| EDELMAN, GABRIEL | SECRETARY | 6654419 |
| LA FOND, SUSAN LORENE | TREASURER | 4512785 |
| LANZA, CHRISTOPHER CONTE | VICE PRESIDENT | 2184856 |
| MACCHIA, KATE SCHENDEL | VICE PRESIDENT | 4863973 |
| SOMMERS, WESTON | CFO/FINOP | 5290145 |
| STROUT, ALICIA KIMBERLY | CHIEF COMPLIANCE OFFICER/VICE PRESIDENT | 6320351 |
Red Flags
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