Jordan Killen
Advisor at Edward Jones
Updated today
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.
Location
Moab, UT 84532
Credentials
Series 66
Industry experience
3 years
About
Jordan Killen is a financial advisor at Edward Jones in Moab, Utah, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, he worked at Morgan Stanley and E*TRADE in various capacities. His background also includes over a decade of experience outside finance in the restaurant industry. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.
Client services
Based on Edward Jones
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Retirement plans for business owners (SEP, solo 401k)
College savings (529s, UTMA, etc.)
Liquidity event planning
Business ownership considerations
General estate planning guidance
Occupation focus
Founder/Business Owner
Fee options
$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)
Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.
Location
47 E Center Street
Moab, UT 84532
Most active in
Jordan K has reported serving >5 clients in these states in the last 12 months.
Texas · Utah
Work history
Edward Jones
2025 - Present (1 year)
Morgan Stanley
2023 - 2025 (2 years)
E*TRADE Capital Management LLC
2022 - 2023 (1 year)
E*TRADE Securities LLC
2021 - 2023 (2 years)
Aaa
2016 - 2017 (1 year)
Chilis - Brinker Nation
2012 - 2023 (11 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is 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.
Is not active or affiliated with:
-
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.
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