Jordan C. Worley

COFFMAN WEALTH ADVISORS

POPLAR BLUFF, MO 63901

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CRD#: 6678934

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.

At a Glance

Always Fiduciary

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.

Coffman and Company, P.C.; non-investment related; 2005 N. Westwood Blvd. Poplar Bluff, MO 63901; Accounting; Sr. Accountant; 09/2019; 160 hrs./mo; 100 hrs/mo; Provides accounting, tax compliance, bookkeeping, payroll tax compliance. Missouri Baptist Foundation; Investment Related; 400 East High Street Suite 500. Jefferson City, MO 65101; Asset Management for Missouri Baptist Churches and Ministries; Trustee on Board of Trustees; Endowment Management Committee; Audit Committee; 12/2024; 5hrs/mo; 5hrs/mo attends three board meetings per year Straightway Holdings, Inc (subsidiary of Missouri Baptist Foundation); Investment Related; 400 East High Street Suite 500. Jefferson City, MO 65101; Impact Investing for Ministry; Trustee on Board of Trustees; 12/2024; 1hr/mo; 1hr/mo; attends three board meetings per year

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

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)

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: 11/21/2022

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/31/2017

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: 7/12/2017

Investment Company Products/Variable Contracts Representative Examination

Current Firm

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

Documents

Latest Form ADV

Red Flags

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Jordan C. Worley

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jordan C Worley's CRS (Customer Relationship Summary).

Certified licenses

Experience

COFFMAN WEALTH ADVISORS, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/21/2022

Series 63

Date: 7/31/2017

SIE

Date: 10/1/2018

Series 6

Date: 7/12/2017

Current Firm

COFFMAN WEALTH ADVISORS, LLC

Contact information

Documents

Red Flags

Company Information

COFFMAN WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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