Advisor at Ball Investments Corporation
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Ball Investments Corporation
Location
Yukon, OK
Credentials
Series 65
Industry experience
2 years
Jordan Ball is a financial advisor at Ball Investments Corporation with two years of industry experience. He holds a Series 65 designation and has worked in various roles including at Heather & Company, Re/Max LLC, Ball Real Estate Corporation, Paycom Payroll LLC, True Sky Credit Union, and Simmons Bank. Ball Investments Corporation is a single-advisor independent registered investment adviser serving individual investors and small businesses with discretionary portfolio management focused on equities and options. The firm employs a value-oriented, event-driven investment approach with explicit buy and sell disciplines and utilizes derivatives and options strategies within client accounts.
Based on Ball Investments Corporation
2.00% annually
Yukon, OK
California · Florida · Oklahoma · Texas
Heather & Company
2025 - 2025 (1 year)
Re/Max LLC
2025 - 2025 (1 year)
Ball Real Estate Corporation
2025 - 2025 (1 year)
Paycom Payroll LLC
2024 - 2025 (1 year)
Ball Investments Corporation
2024 - Present (2 years)
Paycom Payroll LCC
2022 - 2025 (3 years)
True Sky Credit Union
2021 - 2022 (1 year)
Simmons Bank
2020 - 2021 (1 year)
Unemployed
2014 - 2020 (6 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Nichols Hills, OK
Valendo Private Asset Management, Inc.
Series 65
Oklahoma City, OK
Trilogy Financial Solutions
Series 65
Oklahoma City, OK
Integrated Planning Strategies, LLC
CFA®, Series 63
Oklahoma City, OK
Krb And Associates, Inc
CFA®, Series 63, Series 65
Oklahoma City, OK
Servo Wealth Management LLC
CFP®, Series 65
Oklahoma City, OK
Flatlands Wealth LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")