# Jordan Helmker

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.

## Registration history (3)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [THE RETIREMENT PLANNING GROUP, LLC](https://search.stillhousedata.com/firm/129625) | 2025-08-07 | present | Yes |
| [VERTIS WEALTH, LLC](https://search.stillhousedata.com/firm/307270) | 2024-10-04 | 2025-07-06 | — |
| [MODERN WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/324624) | 2024-04-19 | 2024-05-01 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/7763475)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/7763475.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.