Jordan Rae Sajovic Florey
Also appears in the source record as: Jordan Rae Florey; Jordan Rae Sajovic; Jorie Rae Sajovic Ms.; Jorie Rae Sajovic
Registration & licensing
As recorded in SEC IAPD / FINRA BrokerCheck
- Broker-dealer registration
- Active
- Investment adviser registration
- Not registered in this capacity
- Exams passed (3)
- SIESeries 6Series 63
- Registered states (53)
- Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District Of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Oklahoma · Oregon · Pennsylvania · Puerto Rico · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Utah · Vermont · Virgin Islands · Virginia · Washington · West Virginia · Wisconsin · Wyoming
- Years in the industry (source record)
- 19
- Professional designations
- Not yet retrieved from the source record
Disclosures
Copied from the official record
No disclosure events are flagged in the source record as of Aug 20, 2026.
This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.
Current firm
From the firm record
- Firm
- Charles Schwab & Co., Inc.
- Firm CRD
- 5393
- SEC number
- 801-29938
- Assets under management
- Not yet retrieved from the source record
- Website
- www.linkedin.com/COMPANY/SCHWAB-ADVISOR-SERVICES ↗
- Phone
- 415-667-7000
- Firm location
- San Francisco, CA, 94105
Employment history (7)
From the source registration record · current first
-
start not retrieved → present
-
start not retrieved → present
-
Gwfs Equities, Inc.Greenwood Village, CO · BC capacityAug 16, 2017 → Oct 12, 2020
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Raymond James Financial Services, Inc.Denver, CO · BC capacityJan 5, 2016 → Aug 10, 2017
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Transamerica Capital, Inc.Denver, CO · BC capacityJun 17, 2008 → Mar 9, 2015
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Jackson National Life Distributors LLCDenver, CO · BC capacityApr 24, 2007 → Jun 18, 2008
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Northwestern Mutual Investment Services, LLCDenver, CO · BC capacityJun 2, 2006 → Mar 20, 2007
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
Data compiled Aug 20, 2026. Source: IAPD_SEARCH. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.