Jordan W. Haddox

GADDIS PREMIER WEALTH ADVISORS LLC

Durant, OK 74701

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CRD#: 7362333

Professional summary

Jordan Wesley Haddox is a registered financial advisor currently at GADDIS PREMIER WEALTH ADVISORS LLC located in Durant, Oklahoma.

Jordan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Jordan 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.

(1) Insurance Agent; Yes; 202 W Main St Durant OK 74702; 06/2022; 5% of his time per month

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jordan Wesley Haddox'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

June 23, 2022 - Present

GADDIS PREMIER WEALTH ADVISORS LLC

Office #1: 202 W Main, Durant, OK 74701

RIA

CRD#: 317837

Durant, OK

Past

January 7, 2022 - June 24, 2022

KESTRA ADVISORY SERVICES, LLC

RIA

CRD#: 283330

Durant, OK

Past

November 9, 2021 - June 24, 2022

KESTRA INVESTMENT SERVICES, LLC

CRD#: 42046

Durant, OK

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".

GADDIS PREMIER WEALTH ADVISORS LLC

CRD#: 317837 / SEC#: 801-125772

RIA

Registered Investment Advisory firm - (5/31/2022 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.

Highlighted states indicate IAR registrations

IAR

Oklahoma
(6/23/2022)

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: 1/6/2022

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 11/9/2021

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 8/13/2021

Securities Industry Essentials Examination

Current Firm

GADDIS PREMIER WEALTH ADVISORS LLC

CRD#: 317837 / SEC#: 801-125772

RIA

Registered Investment Advisory firm - (5/31/2022 Approved)

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Contact information

Main Address

202 W Main, Durant, OK 74701

Mailing Address

Phone number

(580) 745-8133

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (12 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

GADDIS ADV PART 2A BROCHURE (3/24/2025)

Regulatory assets under management

Total Number of Accounts	1,998
AUM (Assets Under Management)	$ 314,015,320

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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Jordan W. Haddox

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jordan Wesley Haddox's CRS (Customer Relationship Summary).

Certified licenses

Experience

GADDIS PREMIER WEALTH ADVISORS LLC

KESTRA ADVISORY SERVICES, LLC

KESTRA INVESTMENT SERVICES, LLC

Primary Firm SEC Registration

GADDIS PREMIER WEALTH ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 1/6/2022

Series 7TO

Date: 11/9/2021

SIE

Date: 8/13/2021

Current Firm

GADDIS PREMIER WEALTH ADVISORS LLC

Contact information

SEC notice filing (12 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GADDIS PREMIER WEALTH ADVISORS LLC

TRUST BUT VERIFY

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