Jordan Nicholas McConnell is an investment adviser representative (IAR) with state registration records since 2017, appearing at 4 firms. Currently registered with ROOT FINANCIAL PARTNERS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| ROOT FINANCIAL PARTNERS, LLC | 2024-04-23 | present | Yes |
| VANGUARD ADVISERS, INC. | 2022-02-04 | 2024-04-10 | — |
| SCHWAB WEALTH ADVISORY, INC. | 2018-02-20 | 2022-01-09 | — |
| CHARLES SCHWAB & CO., INC. | 2017-10-19 | 2018-02-20 | — |