Wealth Management at Royal Credit Union - John Jordan

Find John at These Offices

John's primary office is the Edina Office. He is also available by appointment at Apple Valley, Hudson, Hugo, Inver Grove Heights, River Falls, St. Paul, Stillwater, and White Bear Lake.

Learn About John

John Jordan has been in the financial and insurance industry for over 25 years. He has extensive experience in helping individuals, families, and small business owners plan for the future and work towards achieving their goals. John specializes in financial and retirement planning and asset management. He has a genuine passion for helping others and values the strong relationships he has built with his clients.

John is also an active member of four nonprofits where he sits on the Board and holds officer positions.

The Compassionate Friends, is one of the non-profits he works closely with. It provides support to parents, grandparents, and siblings due to the death of a child. John and his wife Gloria joined them after their son Carson died over 15 years ago and have remained to support the newly grieving. John sits on the Steering Committee for the Minneapolis Chapter.

Twin Cities Walleyes Unlimited is a non-profit that educates and promotes the sport of fishing while passing it along to the next generation. He is a board member for this organization and facilitates an Ice Fishing Clinic for the youth of those who have or are currently serving our country in the military.

John has been a member for the Knights of Columbus for 17 years and currently sits as the Grand Knight for the council. They facilitate fund raising activities where all funds are distributed out to our community and in support of his church.

Lastly, he has been an active member of AA for over 16 years. John is a past squad leader and currently sponsors four men so that they may find peace and serenity in their sobriety.

In his spare time, John loves the outdoors, especially fishing and motorcycle riding.

Licenses/Registrations

• FINRA Series 7 and 66 securities registrations held with LPL Financial. Life and Health Insurance licenses.
• Check the background of your financial professional on FINRA’s BrokerCheck.

LPL Financial Form CRS

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Royal Credit Union and Wealth Management at Royal Credit Union are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using Wealth Management at Royal Credit Union, and may also be employees of Royal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Royal Credit Union or Wealth Management at Royal Credit Union. Securities and insurance offered through LPL or its affiliates are:

Wealth Management at Royal Credit Union site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: MN, NE and WI.

Royal Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.