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TJ

Thomas M. Jordan

Some features on this profile are disabled
CRD#: 6870060
TJ

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Thomas Michael Jordan, who also goes by Thomas Jordan, Thomas Michael Jordan, was a registered financial professional .

Thomas is a previously registered financial professional and started their career in finance in 2017. Thomas had worked at 7 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Thomas Jordan | Thomas Michael Jordan

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.
THOMAS JORDAN POSITION: Agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 7 START DATE: 06/12/2023 ADDRESS: 6000 N University Drive, Tamarac FL 33321, United States DESCRIPTION: Sales and service of life insurance and fixed annuities.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

February 14, 2024 - September 30, 2025

ALLSTATE FINANCIAL ADVISORS, LLC

RIA
CRD#: 109524
Jacksonville, FL
Past

January 23, 2024 - September 30, 2025

ALLSTATE FINANCIAL SERVICES, LLC

BD
CRD#: 18272
JACKSONVILLE, FL
Past

June 12, 2023 - December 5, 2023

CAPITAL ANALYSTS

RIA
CRD#: 162200
Tamarac, FL
Past

June 9, 2023 - December 5, 2023

LINCOLN INVESTMENT

RIA
CRD#: 519
TAMARAC, FL
Past

June 8, 2023 - December 5, 2023

LINCOLN INVESTMENT

BD
CRD#: 519
TAMARAC, FL
Past

May 19, 2020 - March 10, 2023

VALIC FINANCIAL ADVISORS, INC.

RIA
CRD#: 42803
BOCA RATON, FL
Past

July 29, 2019 - March 10, 2023

VALIC FINANCIAL ADVISORS, INC.

BD
CRD#: 42803
BOCA RATON, FL
Past

May 29, 2018 - May 21, 2019

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
PLANTATION, FL
Past

November 15, 2017 - June 12, 2018

HORNOR, TOWNSEND & KENT, LLC

BD
CRD#: 4031
HOLLYWOOD, FL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AF
ALLSTATE FINANCIAL ADVISORS, LLC
ALLSTATE FINANCIAL ADVISORS LLC | ALLSTATE FINANCIAL ADVISORS, LLC

CRD#: 109524 / SEC#: 801-68510

RIA
Registered Investment Advisory firm - (11/21/2007 Approved)

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
IAR
Series 65
Date: 5/16/2020
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 1/4/2018
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: 11/15/2017
Investment Company Products/Variable Contracts Representative Examination

Current Firm

AF
ALLSTATE FINANCIAL ADVISORS, LLC
ALLSTATE FINANCIAL ADVISORS LLC | ALLSTATE FINANCIAL ADVISORS, LLC

CRD#: 109524 / SEC#: 801-68510

RIA
Registered Investment Advisory firm - (11/21/2007 Approved)
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Contact information

Main Address
151 N 8th Street, Suite 450, Lincoln, NE 68508
Mailing Address
151 N 8th Street, Suite 450, Lincoln, NE 68508
Phone number
(877) 232-2142
Established
Firm type
Fiscal year end
# of Employees
337

SEC notice filing (49 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

AFA FORM ADV FIRM BROCHURE 2025 (3/31/2025)

Regulatory assets under management

Total Number of Accounts280
AUM (Assets Under Management)$ 82,015,793

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

ALLSTATE FINANCIAL ADVISORS, LLC

CRD#: 109524

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