Carly Jordan is an investment adviser representative (IAR) with state registration records since 2019, appearing at 3 firms. Currently registered with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.
| Firm | From | To | Current |
|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2024-08-22 | present | Yes |
| MORGAN STANLEY SMITH BARNEY LLC | 2021-07-09 | 2024-08-09 | — |
| UBS FINANCIAL SERVICES INC. | 2019-11-20 | 2021-07-20 | — |