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JM

Jordan A. Mueller

MODERN ASSET MANAGEMENT LLC
Columbus, NE 68601-1065
Some features on this profile are disabled
CRD#: 6428573
JM

Professional summary

Jordan Alexander Mueller is a registered financial advisor currently at MODERN ASSET MANAGEMENT LLC located in Columbus, Nebraska.

Jordan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Jordan has worked at 1 firm and has passed the Series 65, Series 3 and Series 30 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jordan Alexander Mueller'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 2, 2015 - Present

MODERN ASSET MANAGEMENT LLC

Office #1: 1365 24th Avenue, Suite 100, Columbus, NE 68601-1065
RIA
CRD#: 128768
Columbus, NE

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
Nebraska
(1/2/2015)
IAR
Texas
(11/12/2021)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/27/2014
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 3
Date: 11/9/2010
National Commodity Futures Examination
Principal/Supervisory Exam
RR
Series 30
Date: 12/12/2012
NFA Branch Manager Examination

Current Firm

MA
MODERN ASSET MANAGEMENT LLC
JAN PAUL SCHMEITS | MPT-MODERN ASSET MANAGEMENT | MODERN ASSET MANAGEMENT LLC | JP SCHMEITS PC

CRD#: 128768 / SEC#:

Nebraska
Registered Investment Advisory firm - (1/26/2000 Approved)
Texas
Registered Investment Advisory firm - (10/19/2016 Conditional Restricted)
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Contact information

Main Address
1365 24th Avenue, Suite 100, Columbus, NE 68601-1065
Mailing Address
P O Box 1065, Columbus, NE 68602-1065
Phone number
(402) 563-3538
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts263
AUM (Assets Under Management)$ 26,430,190

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

MODERN ASSET MANAGEMENT LLC

CRD#: 128768Columbus, NE 68601-1065

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