Jordan T. Spencer

VOX FINANCIAL PLANNING

Edmond, OK

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CRD#: 6902808

Professional summary

Jordan Tyler Spencer, CFP®, who also goes by Jordan Spencer, is a registered financial advisor currently at VOX FINANCIAL PLANNING located in Edmond, Oklahoma.

Jordan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Jordan has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jordan Spencer

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.

Mr. Spencer is employed with Magellan Federal as a Financial Counselor for members of the National Guard where he provides education on finance but not personalized investment advice. He spends approximately half his time in this endeavor during normal trading hours. During tax season, Mr. Spencer assists another adviser preparing tax returns. This activity is only during tax season, as such Mr. Spencer does not spend a significant amount of time during normal trading hours in this activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jordan Tyler Spencer'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®

CFP^®

Certified Financial Planner

Start date: 2019

Experience

Current

March 19, 2021 - Present

VOX FINANCIAL PLANNING

RIA

CRD#: 313203

Edmond, OK

Past

May 4, 2018 - May 14, 2019

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

OKLAHOMA CITY, OK

Past

March 1, 2018 - May 14, 2019

MML INVESTORS SERVICES, LLC

CRD#: 10409

OKLAHOMA CITY, OK

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

Oklahoma
(3/19/2021)

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 66

Date: 3/29/2018

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/1/2018

General Securities Representative Examination

Current Firm

VOX FINANCIAL PLANNING

VOX FINANCIAL PLANNING | VOX FINANCIAL PLANNING LLC

CRD#: 313203 / SEC#:

Oklahoma

Registered Investment Advisory firm - (3/19/2021 Approved)

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Contact information

Main Address

Edmond, OK

Mailing Address

Phone number

(405) 585-7393

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Jordan T. Spencer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jordan Tyler Spencer's CRS (Customer Relationship Summary).

Certified licenses

Experience

VOX FINANCIAL PLANNING

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 3/29/2018

SIE

Date: 10/1/2018

Series 7

Date: 3/1/2018

Current Firm

VOX FINANCIAL PLANNING

Contact information

Documents

Red Flags

Company Information

VOX FINANCIAL PLANNING

TRUST BUT VERIFY

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