Jordan Jones has been an investment adviser representative at Rhodes Investment Advisors since March 2019, and is not listed among the firm’s executive officers or direct owners. Jordan Jones holds a Master of Accounting from Trinity University.
Rhodes Investment Advisors, Inc. is a Fort Worth, TX firm with $419M under management, 805 clients and 9 advisers across 4 offices, as of its August 2026 filing.
Jordan Jones joined Palmer Retirement Consultants in 2018 after a career teaching yoga at a variety of studios across the metroplex. She also has experience in accounting, including work at a Big 4 accounting firm.
- – present · 7 yearsClaremore, OK · Adviser representative · Firm CRD 114245
Investment adviser representative registrations
Jordan Jones is registered as an investment adviser representative in Oklahoma, since March 2026.
- OklahomaSince 18 March 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 8 March 2019 |
| SIE | Securities Industry Essentials Examination | 23 October 2018 |
| Series 7 | General Securities Representative Examination | 22 October 2018 |
- Name
- Uniform Combined State Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- CRD
- 6979874
- Firm
- Rhodes Investment Advisors · CRD 114245
- Office
- Claremore, OK
- Registration
- Investment adviser and broker registrations
- In the industry since
- October 2018
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- palmerretirement.com
Where does Jordan Jones work?
Jordan Jones is an investment adviser representative registered through Rhodes Investment Advisors, Inc. since March 2019, and is not listed among the firm’s executive officers or direct owners.
Is Jordan Jones a financial advisor?
Yes. Jordan Jones has a current investment-adviser registration in Oklahoma, through Rhodes Investment Advisors since March 2019.
How many years of experience does Jordan Jones have?
Jordan Jones has 8 years in the financial industry, since October 2018, across 1 adviser firm.
What exams has Jordan Jones passed?
Jordan Jones has passed 3 licensing exams: the Series 7, SIE and Series 66. The earliest, the Series 7, was passed in October 2018.
Where is Jordan Jones based?
Jordan Jones’ registered office is in Claremore, OK.
Is Jordan Jones registered with FINRA?
Yes. Jordan Jones has a current broker registration, under CRD 6979874.
Source: FINRA BrokerCheck
How can I verify Jordan Jones’ record?
Search CRD 6979874 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Jordan Jones’ full registration record.