Jordan C. Banning

CRAFTED FINANCIAL PLANNING

Glendale, AZ

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CRD#: 6404518

Professional summary

Jordan Chad Banning is a registered financial advisor currently at CRAFTED FINANCIAL PLANNING located in Glendale, Arizona.

Jordan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Jordan has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

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.

JORDAN BANNING, SOLE PROPRIETOR; INVESTMENT RELATED; PHOENIX, AZ; INSURANCE SALES; INSURANCE AGENT; START DATE 11/2014; O HOURS/MONTH; O HOURS DURING SECURITIES TRADING. JORDAN BANNING HAS AN ACTIVE INSURANCE LICENSE, BUT CURRENTLY DOES NOT ENGAGE IN THE SALE OF INSURANCE PRODUCTS OF SERVICES.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jordan Chad Banning's 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

January 26, 2024 - Present

CRAFTED FINANCIAL PLANNING

RIA

CRD#: 329597

Glendale, AZ

Past

September 16, 2020 - January 2, 2024

STEWARDSHIP WEALTH ADVISORS

RIA

CRD#: 202512

PHOENIX, AZ

Past

May 30, 2018 - August 19, 2020

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

PHOENIX, AZ

Past

November 17, 2014 - October 19, 2016

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

PHOENIX, AZ

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Arizona
(1/26/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/2/2020

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/26/2014

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 11/17/2014

Investment Company Products/Variable Contracts Representative Examination

Current Firm

CRAFTED FINANCIAL PLANNING

BANNING WEALTH MANAGEMENT, LLC | CRAFTED FINANCIAL PLANNING

CRD#: 329597 / SEC#:

Arizona

Registered Investment Advisory firm - (1/26/2024 Approved)

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Contact information

Main Address

Glendale, AZ

Mailing Address

20250 N. 59th Ave. Ste 115-443, Glendale, AZ 85308

Phone number

(623) 244-0252

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	41
AUM (Assets Under Management)	$ 5,739,431

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.

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Jordan C. Banning

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jordan Chad Banning's CRS (Customer Relationship Summary).

Certified licenses

Experience

CRAFTED FINANCIAL PLANNING

STEWARDSHIP WEALTH ADVISORS

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/2/2020

Series 63

Date: 11/26/2014

SIE

Date: 10/1/2018

Series 6

Date: 11/17/2014

Current Firm

CRAFTED FINANCIAL PLANNING

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CRAFTED FINANCIAL PLANNING

TRUST BUT VERIFY

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