Jordan Helmker is an investment adviser representative (IAR) with state registration records since 2024, appearing at 3 firms. Currently registered with THE RETIREMENT PLANNING GROUP, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| THE RETIREMENT PLANNING GROUP, LLC | 2025-08-07 | present | Yes |
| VERTIS WEALTH, LLC | 2024-10-04 | 2025-07-06 | — |
| MODERN WEALTH MANAGEMENT, LLC | 2024-04-19 | 2024-05-01 | — |