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JP

Jordan N. Paige

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CRD#: 7458660
JP

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 Nicole Paige, who also goes by Jordan Paige, was a registered financial professional .

Jordan is a previously registered financial professional and started their career in finance in 2022. Jordan had worked at 2 firms and has passed the Series 63, Series 79TO and SIE exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Jordan Paige

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.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

November 1, 2023 - September 3, 2025

TRIPLE P SECURITIES, LLC

BD
CRD#: 323197
NEW YORK, NY
Past

January 17, 2022 - March 2, 2023

HOULIHAN LOKEY CAPITAL, INC.

BD
CRD#: 17708
DALLAS, TX

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 2/15/2022
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/15/2022
Investment Banking Registered Representative Examination
General Industry/Product Exam

Current Firm


TP
TRIPLE P SECURITIES, LLC
PORTAGE POINT | TRIPLE P SECURITIES, LLC | PORTAGE POINT PARTNERS

CRD#: 323197 / SEC#: , 8-71006

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information


Main Address
640 Fifth Avenue 10th Floor, New York, NY 10019
Mailing Address
300 N La Salle St. Ste. 1420, Chicago, IL 60654
Phone number
(312) 781-7520
Established
Delaware since 08/31/2022
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (5 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
PORTAGE POINT PARTNERS, LLCMEMBER
ATTANASIO, ELIZABETH MARIEFINOP5325007
BREMER, STEVEN WALTERMANAGING DIRECTOR5161797
COHEN, JASON ADAMCEO
TURNER, EDEN KIERNANCHIEF COMPLIANCE OFFICER6348203

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.

Company Information


TRIPLE P SECURITIES, LLC

CRD#: 323197

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