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Jordan Financial & Associates

Office: 6167968238

Mobile: 6162832501

Fax: 616-796-8239

421 136th Avenue

Holland, MI 49424

Series 6, Series 63, Series 7, Series 66, SIE, Life and Health Insurance

terry.jordan@j-financial.com

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Osaic Form CRS

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2026 FMG Suite.

Check the background of your financial professional on FINRA's BrokerCheck.

This material was developed from sources believed to be accurate and is provided for general informational and educational purposes only.  The information may change at any time without notice, and we cannot guarantee its accuracy or completeness.  It should not be considered a solicitation or an offer to buy or sell any security.

The information contained herein is not intended as specific tax or legal advice.  To the extent this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding tax penalties.  Please consult qualified legal or tax professionals regarding your individual situation.

Securities and investment advisory services are offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth is separately owned, and any other entity, marketing names, products, or services referenced are independent of Osaic Wealth.  Insurance products are offered through Jordan Financial & Associates, which is not affiliated with Osaic Wealth, Inc.

Terry L. Jordan is a registered Investment Adviser Representative and a Michigan resident.  Investment Adviser Representatives may only discuss and/or transact securities business with residents of the states where they are properly registered or licensed.  This communication is strictly intended for individuals residing in Florida, Illinois, Indiana, Iowa, Michigan, Oregon, and Virginia.  No offers may be made or accepted from residents outside of these specific states.  She also holds certifications as a Certified Financial Fiduciary and a Certified Plan Fiduciary Advisor.

FMG Suite produced some of this content to provide information on a topic of interest. FMG Suite is not affiliated with the named representative, broker-dealer, or state- or SEC-registered investment advisory firm.  We take protecting your data and privacy very seriously.  In compliance with the California Consumer Privacy Act (CCPA), you may safeguard your data by visiting the following link: Do not sell my personal information.

Copyright 2026 FMG Suite.