Donald B. Jordan

TOEWS ASSET MANAGEMENT

Mobile, AL

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CRD#: 7168667

Professional summary

Donald Blake Jordan is a registered financial advisor currently at TOEWS ASSET MANAGEMENT located in Mobile, Alabama and NORTHERN LIGHTS DISTRIBUTORS, LLC located in Elkhorn, Nebraska.

Donald is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2019. Donald has worked at 3 firms and has passed the Series 66, Series 7TO and SIE 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.

MR. JORDAN IS THE OWNER OF BEAM CONSULTING, LLC, A MARKETING CONSULTING FIRM LOCATED AT 6300 GRELOT ROAD, SUITE G #51078, MOBILE, AL 36609. MR JORDAN BEGAN THIS NON-BUSINESS RELATED ACTIVITY FEBRUARY 28, 2022 AND SPENDS APPROXIMATELY 8 HOURS PER MONTH HELPING EDUCATION AND AGENCY FIRMS WITH THEIR MARKETING PLANS, PROCESSES AND MATERIALS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Donald Blake Jordan's CRS (Customer Relationship Summary).

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 17, 2020 - Present

TOEWS ASSET MANAGEMENT

RIA

CRD#: 106304

Mobile, AL

Current

February 24, 2021 - Present

NORTHERN LIGHTS DISTRIBUTORS, LLC

Office #1: 4221 North 203rd Street, Suite 100, Elkhorn, NE 68022

CRD#: 126159

Elkhorn, NE

Past

November 12, 2019 - December 4, 2020

EDWARD JONES

RIA

CRD#: 250

MOBILE, AL

Past

October 18, 2019 - December 4, 2020

EDWARD JONES

CRD#: 250

MOBILE, AL

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".

TOEWS ASSET MANAGEMENT

BEHAVIORAL INVESTING INSTITUTE | TOEWS CORPORATION | TOEWS ASSET MANAGEMENT | TOEWS | SYNTHESIS INVESTMENTS ASSET MANAGEMENT

CRD#: 106304 / SEC#: 801-47765

RIA

Registered Investment Advisory firm - (12/9/1994 Approved)

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Alabama
(2/24/2021)

Nebraska
(1/8/2024)

IAR

New Jersey
(1/13/2021)

New Jersey
(1/8/2024)

IAR

Texas
(12/17/2020)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 11/8/2019

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 10/18/2019

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 9/24/2019

Securities Industry Essentials Examination

SRO Registrations

FINRA

Current Firm

TOEWS ASSET MANAGEMENT

BEHAVIORAL INVESTING INSTITUTE | TOEWS CORPORATION | TOEWS ASSET MANAGEMENT | TOEWS | SYNTHESIS INVESTMENTS ASSET MANAGEMENT

CRD#: 106304 / SEC#: 801-47765

RIA

Registered Investment Advisory firm - (12/9/1994 Approved)

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Contact information

Main Address

1750 Zion Road Suite 201, Northfield, NJ 08225-1844

Mailing Address

Phone number

(877) 863-9726

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (22 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2 DISCLOSURE BROCHURE (3/21/2025)

Regulatory assets under management

Total Number of Accounts	154
AUM (Assets Under Management)	$ 945,114,686

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.

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Donald B. Jordan

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Donald Blake Jordan's CRS (Customer Relationship Summary).

Certified licenses

Experience

NORTHERN LIGHTS DISTRIBUTORS, LLC

EDWARD JONES

EDWARD JONES

Primary Firm SEC Registration

TOEWS ASSET MANAGEMENT

State Registrations and Notice Filings

Exams

Series 66

Date: 11/8/2019

Series 7TO

Date: 10/18/2019

SIE

Date: 9/24/2019

FINRA

Current Firm

TOEWS ASSET MANAGEMENT

Contact information

SEC notice filing (22 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TOEWS ASSET MANAGEMENT

TRUST BUT VERIFY

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