Jordan Creek Financial Solutions
Financial Services • 
West Des Moines, Iowa, United States • 11-20 Employees
Company overview
| Headquarters | 140 S 68th St, West Des Moines, Iowa 50266, US |
| Phone number | +18885830989 |
| Website | |
| NAICS | 52 |
| Keywords | Succession Planning, Consulting, Coaching, Technology, Insurance, Practice Growth, Advisor Support, Fee-Based Resources |
| Founded | 2018 |
| Employees | 11-20 |
| Socials |
Key Contacts at Jordan Creek Financial Solutions
Jami Johnson
Director - Jordan Creek
Kathryn Kirkland
Director, Operations & Supervision
Jordan Creek Financial Solutions Email Formats
Jordan Creek Financial Solutions uses 2 email formats. The most common is {first name}.{last name} (e.g., john.doe@jordancreekfs.com), used 66.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}.{last name} | john.doe@jordancreekfs.com | 66.7% |
{first initial}.{last name} | j.doe@jordancreekfs.com | 33.3% |
About Jordan Creek Financial Solutions
Jordan Creek Financial Solutions is an independent firm that seeks to be an advisor’s caring advocate, providing the support they need to run their business while also providing compliance and regulatory oversight as an Office of Supervisory Jurisdiction. We serve independent advisors and specialize in helping bank and credit union advisors. Our comprehensive partnership is focused on unparalleled service and comprehensive business solutions within Jordan Creek and with the support of financial solutions firm Cambridge Investment Group, Inc., a national firm whose reach includes an award winning broker-dealer and corporate RIA. Securities through Cambridge Investment Research, Inc., a broker-dealer, Member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge markets securities and advisory services through Jordan Creek Financial Solutions. Non-deposit investment products are not NUCA or FDIC insured, not credit union or bank guaranteed, and may lose bank value. This communication is strictly intended for individuals residing in all 50 states, DC, and PR. No offers may be made or accepted from any resident outside the specifics states referenced. Content provided via links to third party sites should not be considered an endorsement of content, which we cannot verify completeness or accuracy of.
Jordan Creek Financial Solutions revenue & valuation
| Annual revenue | $1,197,770 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $3,900,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Jordan Creek Financial Solutions has 3 employees across 1 departments.
Departments
Number of employees
Funding Data
Jordan Creek Financial Solutions has never raised funding before.
Jordan Creek Financial Solutions Tech Stack
Discover the technologies and tools that power Jordan Creek Financial Solutions's digital infrastructure, from frameworks to analytics platforms.
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Frequently asked questions
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