JV
Jordan W. Vonmatt
SATURNA BROKERAGE SERVICES,
BELLINGHAM, WA 98225-4730
Some features on this profile are disabled
CRD#: 7169476
JV
Professional summary
Jordan William Vonmatt, who also goes by Jordan William Von Matt, Jordan William Vonmatt, is a registered financial professional currently at SATURNA BROKERAGE SERVICES, INC located in Bellingham, Washington.
Jordan is registered as a RR (Registered Representative) and started their career in finance in 2019. Jordan has worked at 2 firms and has passed the Series 63, Series 7TO, Series 6TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
No
Aliases
Jordan William Von Matt | Jordan William Vonmatt
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.
CRS (Client Relationship Summary) - BD
Click below to view Jordan William Vonmatt'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®
NoneExperience
Current
July 7, 2023 - Present
SATURNA BROKERAGE SERVICES, INC
Office #1: 1300 N. State Street, Bellingham, WA 98225-4730BD
CRD#: 18437
BELLINGHAM, WA
Past
October 7, 2019 - August 12, 2022
J.P. MORGAN SECURITIES LLC
BD
CRD#: 79
FERNDALE, WA
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
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
RR
Alabama(4/9/2024)
RR
Alaska(4/9/2024)
RR
Arizona(4/9/2024)
RR
Arkansas(4/9/2024)
RR
California(4/9/2024)
RR
Colorado(4/9/2024)
RR
Connecticut(4/9/2024)
RR
Delaware(4/9/2024)
RR
District of Columbia(4/9/2024)
RR
Florida(4/9/2024)
RR
Georgia(4/9/2024)
RR
Hawaii(4/9/2024)
RR
Idaho(4/9/2024)
RR
Illinois(4/9/2024)
RR
Indiana(4/9/2024)
RR
Iowa(4/9/2024)
RR
Kansas(4/9/2024)
RR
Kentucky(4/9/2024)
RR
Louisiana(4/9/2024)
RR
Maine(4/9/2024)
RR
Maryland(4/9/2024)
RR
Massachusetts(4/9/2024)
RR
Michigan(4/9/2024)
RR
Minnesota(4/9/2024)
RR
Mississippi(4/9/2024)
RR
Missouri(4/9/2024)
RR
Montana(4/9/2024)
RR
Nebraska(4/9/2024)
RR
Nevada(4/9/2024)
RR
New Hampshire(4/9/2024)
RR
New Jersey(4/9/2024)
RR
New Mexico(4/9/2024)
RR
New York(4/9/2024)
RR
North Carolina(4/9/2024)
RR
North Dakota(4/9/2024)
RR
Ohio(4/9/2024)
RR
Oklahoma(4/9/2024)
RR
Oregon(4/9/2024)
RR
Pennsylvania(4/9/2024)
RR
Puerto Rico(4/9/2024)
RR
Rhode Island(4/9/2024)
RR
South Carolina(4/9/2024)
RR
South Dakota(4/9/2024)
RR
Tennessee(4/9/2024)
RR
Texas(4/9/2024)
RR
Utah(4/9/2024)
RR
Vermont(4/9/2024)
RR
Virginia(4/9/2024)
RR
Washington(7/7/2023)
RR
West Virginia(4/9/2024)
RR
Wisconsin(4/9/2024)
RR
Wyoming(4/9/2024)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 7/7/2023
General Securities Representative ExaminationGeneral Industry/Product Exam
RR
Series 6TO
Date: 10/7/2019
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
SB
SATURNA BROKERAGE SERVICES, INC
INVESTORS NATIONAL CORPORATION | SATURNA BROKERAGE SERVICES, INC | INVESTORS NORTHWEST, INC.
CRD#: 18437 / SEC#: , 8-36558
BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)
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Contact information
Main Address
1300 N. State Street, Bellingham, WA 98225-4730
Mailing Address
1300 N. State Street, Bellingham, WA 98225-4730
Phone number
(360) 734-1266
Established
Washington since 07/21/1986
Firm type
Corporation
Fiscal year end
June
Firm Size
Small
# of Employees
FINRA licenses (52 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| SATURNA CAPITAL CORPORATION | 100% OWNER | |
| CARTEN, JANE KAISER | DIRECTOR | 2929087 |
| CARTEN, JANE KAISER | CEO AND PRESIDENT | 2929087 |
| FANKHAUSER, CHRISTOPHER REED | COO | 2857015 |
| FANKHAUSER, CHRISTOPHER REED | DIRECTOR | 2857015 |
| HANNA, KALEN MARTIN | CFO | 5710886 |
| HANNA, KALEN MARTIN | TREASURER | 5710886 |
| HANNA, KALEN MARTIN | DIRECTOR | 5710886 |
| STEWART, JACOB ANDREW | CCO AND AML OFFICER | 5456089 |
Disclosures
| Regulatory Event | 1 |
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.
