Jordan C. Drinkhouse
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.
Jordan Chambers Drinkhouse, who also goes by Jordan Drinkhouse, was a registered financial professional .
Jordan is a previously registered financial professional and started their career in finance in 2021. Jordan had worked at 4 firms and has passed the Series 63, Series 65, Series 6TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
November 7, 2024 - August 15, 2025
XENA FINANCIAL PLANNING, LLC
August 14, 2023 - January 22, 2025
ENOW FINANCIAL
May 25, 2021 - June 2, 2022
NATIONWIDE INVESTMENT ADVISORS, LLC
January 1, 2021 - June 2, 2022
NATIONWIDE INVESTMENT SERVICES CORPORATION
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 6TO
Date: 12/28/2020
Investment Company Products/Variable Contracts Representative ExaminationCurrent Firm
XENA FINANCIAL PLANNING, LLC
CRD#: 333436 / SEC#: 801-134943
Contact information
Regulatory assets under management
| Total Number of Accounts | 411 |
| AUM (Assets Under Management) | $ 100,249,806 |
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.
