JH
Jordan C. Herwig
THE WEALTH CONSULTING GROUP
Leawood, KS 66211
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CRD#: 7375404
JH
Professional summary
Jordan Chase Herwig is a registered financial advisor currently at THE WEALTH CONSULTING GROUP located in Leawood, Kansas and LPL FINANCIAL LLC located in Las Vegas, Nevada.
Jordan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2023. Jordan has worked at 2 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) 07/2023 - V Wealth - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s). 2) 9/26/2023: WCG Wealth Advisors, LLC; At reported business location(s); Registered Investment Advisor Hybrid; IAR; Inv. related; start date 6/15/2023; 160hrs/mo. during trading; I provide investment advisory services through WCG Wealth Advisors, LLC, an independent investment advisor firm. I started this business activity in 9/2023. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more... 3) 10/10/2023: Gen4 Wealth Advisors; At reported business location(s); Registered Investment Advisor DBA; IAR; Inv. related; start date 9/25/2023; 160hrs/mo. during trading; I provide investment advisory services through WCG Wealth Advisors, LLC, an independent investment advisor firm. I started this business activity in 9/2023. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more... 4) 10/16/2023; H2 Tax Services; At reported business location(s); Tax Prep/Accounting/CPA; Associate; Inv. related; start date 9/25/2023; 40hrs/mo. during trading. 5) 10/17/2023: Gen 4 Wealth Advisors; At reported business location(s); DBA for LPL Business (entity for LPL business); Inv. related; start date 9/25/2023; 160hrs/mo. during trading. 6) 10/30/2025 - Other - Notary - State of Kansas - Not Investment Related - At Reported Business Location(s) - Start Date 10/13/2025 - 1 hour per month/ during trading
CRS (Client Relationship Summary) - RIA
Click below to view Jordan Chase Herwig'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
September 12, 2023 - Present
THE WEALTH CONSULTING GROUP
Office #1: 5251 W 116th Place, Suite 200, Leawood, KS 66211RIA
CRD#: 173194
Leawood, KS
Current
July 31, 2023 - Present
LPL FINANCIAL LLC
Office #1: 8925 W. Post Rd 2nd Floor, Las Vegas, NV 89148Office #2: 5251 W 116th Pl Ste 200, Leawood, KS 66211RIA
BD
CRD#: 6413
Las Vegas, NV
Past
September 12, 2023 - September 12, 2023
LPL FINANCIAL LLC
RIA
CRD#: 6413
OVERLAND PARK, KS
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".
TW
THE WEALTH CONSULTING GROUP
ABOUND FINANCIAL | YERBA BUENA FINANCIAL PARTNERS | WILBORN ADVISORS | WCG WEALTH ADVISORS, LLC | WCG WEALTH ADVISORS | V WEALTH MANAGEMENT | V WEALTH | UTOR WEALTH | TRULY ALIGNED INC. | TRELOAR & HEISEL WEALTH MANAGEMENT | THE WEALTH CONSULTING GROUP | SUNDANCE INVESTMENTS LLC | STRONGHAVEN LLC | STONEBRIDGE GLOBAL INVESTMENTS | SPECTRUM WEALTH MANAGEMENT, INC. | REINERT WEALTH MANAGEMENT | REDWITZ WEALTH MANAGEMENT | RDM ASSOCIATES | PROSPERITY WEALTH PARTNERS, LLC | PAVLOVIC WEALTH MANAGEMENT | PASCHANG & ASSOCIATES | PALO VERDE WEALTH MANAGEMENT, LLC | NICHOLS WEALTH MANAGEMENT | NAVIGUIDE WEALTH PARTNERS | MTXE CAPITAL | MTXE ANALYTICS | METCALF PARTNERS WEALTH MANAGEMENT | MARKET CYCLE FINANCIAL | LUCAS WEALTH STRATEGIES | KONZA WEALTH ADVISORS | KC WEALTH ADVISOR, LLC | KAWABE & ASSOCIATES | KANSAS CITY RETIREMENT PLANNING, LLC | JHM WEALTH MANAGEMENT, INC. | INSTRUMENTAL ADVISORS | IMPACT WEALTH PARTNERS | HASKELL WEALTH MANAGEMENT | GREAT WESTERN WEALTH MANAGEMENT | GEN 4 WEALTH ADVISORS | FRANZ TATUM WEALTH MANAGEMENT | FINANCIAL YOGI | FIDES WEALTH STRATEGIES GROUP | FAMILY WEALTH MANAGEMENT GROUP | ENCORE WEALTH MANAGEMENT | EMBRACE WEALTH MANAGEMENT | EDMOND WEALTH MANAGEMENT | DISCIPLINED EQUITIES MANAGEMENT/DE MANAGEMENT | DISCIPLINED EQUITIES MANAGEMENT | DE MANAGEMENT | DAROLD MARK & ASSOCIATES | CORNERSTONE WEALTH MANAGEMENT,LLC | CORNERSTONE FINANCIAL ADVOCATES | CLARIO FINANCIAL SERVICES | CARTER FINANCIAL | BYDAND FINANCIAL, LLC | BRIGHT ADVISORS, LLC | BRIANNE FINANCIAL | BALZER INVESTMENT MANAGEMENT, LLC | BAIR FINANCIAL PLANNING | APC WEALTH MANAGEMENT, INC. | ANCHOR WEALTH MANAGEMENT GROUP, LLC | ALTENBURG ASSET ADVISORS, LLC
CRD#: 173194 / SEC#: 801-80386
RIA
Registered Investment Advisory firm - (10/1/2014 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.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
Kansas(9/11/2023)
IAR
Kansas(9/12/2023)
RR
Missouri(9/12/2023)
RR
Nevada(10/16/2023)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 7/31/2023
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
TW
THE WEALTH CONSULTING GROUP
ABOUND FINANCIAL | YERBA BUENA FINANCIAL PARTNERS | WILBORN ADVISORS | WCG WEALTH ADVISORS, LLC | WCG WEALTH ADVISORS | V WEALTH MANAGEMENT | V WEALTH | UTOR WEALTH | TRULY ALIGNED INC. | TRELOAR & HEISEL WEALTH MANAGEMENT | THE WEALTH CONSULTING GROUP | SUNDANCE INVESTMENTS LLC | STRONGHAVEN LLC | STONEBRIDGE GLOBAL INVESTMENTS | SPECTRUM WEALTH MANAGEMENT, INC. | REINERT WEALTH MANAGEMENT | REDWITZ WEALTH MANAGEMENT | RDM ASSOCIATES | PROSPERITY WEALTH PARTNERS, LLC | PAVLOVIC WEALTH MANAGEMENT | PASCHANG & ASSOCIATES | PALO VERDE WEALTH MANAGEMENT, LLC | NICHOLS WEALTH MANAGEMENT | NAVIGUIDE WEALTH PARTNERS | MTXE CAPITAL | MTXE ANALYTICS | METCALF PARTNERS WEALTH MANAGEMENT | MARKET CYCLE FINANCIAL | LUCAS WEALTH STRATEGIES | KONZA WEALTH ADVISORS | KC WEALTH ADVISOR, LLC | KAWABE & ASSOCIATES | KANSAS CITY RETIREMENT PLANNING, LLC | JHM WEALTH MANAGEMENT, INC. | INSTRUMENTAL ADVISORS | IMPACT WEALTH PARTNERS | HASKELL WEALTH MANAGEMENT | GREAT WESTERN WEALTH MANAGEMENT | GEN 4 WEALTH ADVISORS | FRANZ TATUM WEALTH MANAGEMENT | FINANCIAL YOGI | FIDES WEALTH STRATEGIES GROUP | FAMILY WEALTH MANAGEMENT GROUP | ENCORE WEALTH MANAGEMENT | EMBRACE WEALTH MANAGEMENT | EDMOND WEALTH MANAGEMENT | DISCIPLINED EQUITIES MANAGEMENT/DE MANAGEMENT | DISCIPLINED EQUITIES MANAGEMENT | DE MANAGEMENT | DAROLD MARK & ASSOCIATES | CORNERSTONE WEALTH MANAGEMENT,LLC | CORNERSTONE FINANCIAL ADVOCATES | CLARIO FINANCIAL SERVICES | CARTER FINANCIAL | BYDAND FINANCIAL, LLC | BRIGHT ADVISORS, LLC | BRIANNE FINANCIAL | BALZER INVESTMENT MANAGEMENT, LLC | BAIR FINANCIAL PLANNING | APC WEALTH MANAGEMENT, INC. | ANCHOR WEALTH MANAGEMENT GROUP, LLC | ALTENBURG ASSET ADVISORS, LLC
CRD#: 173194 / SEC#: 801-80386
RIA
Registered Investment Advisory firm - (10/1/2014 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
8925 West Post Road 2nd Floor, Las Vegas, NV 89148
Mailing Address
Phone number
(702) 263-1919
Established
Firm type
Fiscal year end
# of Employees
204
SEC notice filing (49 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 20,129 |
| AUM (Assets Under Management) | $ 5,446,595,206 |
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.
