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JW

Jordan C. Worley

COFFMAN WEALTH ADVISORS
POPLAR BLUFF, MO 63901
Some features on this profile are disabled
CRD#: 6678934
JW

Professional summary

Jordan C Worley is a registered financial advisor currently at COFFMAN WEALTH ADVISORS, LLC located in Poplar Bluff, Missouri.

Jordan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Jordan has worked at 2 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jordan C Worley'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

December 11, 2025 - Present

COFFMAN WEALTH ADVISORS, LLC

Office #1: 2005 N Westwood Blvd, Poplar Bluff, MO 63901
RIA
CRD#: 339269
POPLAR BLUFF, MO
Past

July 12, 2017 - September 4, 2019

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
POPLAR BLUFF, MO

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
Missouri
(12/11/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 11/21/2022
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 7/31/2017
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 7/12/2017
Investment Company Products/Variable Contracts Representative Examination

Current Firm

CW
COFFMAN WEALTH ADVISORS, LLC
COFFMAN WEALTH ADVISORS, LLC

CRD#: 339269 / SEC#:

Missouri
Registered Investment Advisory firm - (12/11/2025 Approved)
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Contact information

Main Address
2005 N Westwood Blvd, Poplar Bluff, MO 63901
Mailing Address
Phone number
(573) 785-4441
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV
0

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

COFFMAN WEALTH ADVISORS, LLC

CRD#: 339269Poplar Bluff, MO 63901

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