Advisor at Gaddis Premier Wealth Advisors LLC
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
Gaddis Premier Wealth Advisors LLC
Location
Durant, OK 74701
Credentials
Series 66
Industry experience
4 years
Jordan Haddox is a financial advisor with Gaddis Premier Wealth Advisors LLC, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Kestra Advisory Services, Kestra Investment Services, and Exodus HR Group. Haddox is also licensed as an insurance agent. Gaddis Premier Wealth Advisors LLC provides discretionary wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm uses model-based portfolio management built on fundamental analysis and Modern Portfolio Theory, offering a range of allocation models and ongoing manager monitoring.
Based on Gaddis Premier Wealth Advisors LLC
Based on Gaddis Premier Wealth Advisors LLC
Fixed fee engagements up to $10,000 for one-time financial planning or up to $10,000 per annum for ongoing financial planning services
Up to 2% of assets under management per annum
Certain advisory persons receive commissions as registered representatives and insurance agents separately from advisory fees
Hourly fees of $300 for standalone financial planning services
Fee-only: Financial planning fees offered on hourly or fixed fee basis
202 W Main
Durant, OK 74701
Oklahoma
Gaddis Premier Wealth Advisors LLC
2022 - Present (4 years)
Kestra Advisory
2022 - 2022 (1 year)
Kestra Investment Services, LLC.
2021 - 2022 (1 year)
Exodus HR Group, LLC.
2018 - 2021 (3 years)
Durant Station
2018 - 2018 (1 year)
Unemployed
2018 - 2018 (1 year)
Southeastern Oklahoma State University
2017 - 2018 (1 year)
Pruett's Food
2017 - 2017 (1 year)
Full Time Student
2016 - 2021 (5 years)
Rattan Public School
2016 - 2016 (1 year)
Full Time Student
2011 - 2016 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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
Durant, OK
Gaddis Premier Wealth Advisors LLC
Series 66
Durant, OK
Gaddis Premier Wealth Advisors LLC
CFP®, Series 63, Series 65
Durant, OK
Gaddis Premier Wealth Advisors LLC
Series 66
Durant, OK
Gaddis Premier Wealth Advisors LLC
Series 63, Series 65
Durant, OK
Gaddis Premier Wealth Advisors LLC
Series 63, Series 66
Durant, OK
Edward Jones
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