Jordan R. Jardine
Professional summary
Jordan Roberts Jardine, who also goes by Jordan Scott Roberts, Jordan Roberts, is a registered financial professional currently at CRESCENT SECURITIES GROUP, INC. located in Plano, Texas.
Jordan is registered as a RR (Registered Representative) and started their career in finance in 2015. Jordan has worked at 5 firms and has passed the Series 66, Series 65, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Jordan Roberts Jardine's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 4, 2024 - Present
CRESCENT SECURITIES GROUP, INC.
Office #1: 4975 Preston Park Blvd. Suite 820, Plano, TX 75093May 3, 2022 - December 31, 2023
VENTURE.CO BROKERAGE SERVICES LLC
September 17, 2019 - January 27, 2021
NEXPOINT SECURITIES, INC.
July 15, 2019 - September 12, 2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
June 4, 2019 - September 12, 2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
July 14, 2015 - December 23, 2015
VONTOBEL SWISS WEALTH ADVISORS AG
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(4/5/2024)
Exams
Series 7TO
Date: 6/4/2019
General Securities Representative ExaminationFINRA
Current Firm
CRESCENT SECURITIES GROUP, INC.
CRD#: 114993 / SEC#: , 8-53457
Contact information
FINRA licenses (52 States and Territories)
Disclosures
| Regulatory Event | 2 |
Red Flags
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Company Information
CRESCENT SECURITIES GROUP, INC.
CRD#: 114993Plano, TX 75093TRUST BUT VERIFY
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