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.
Credentials
CFP®, Series 66
Experience Industry experience
13 years
Location
Carroll, IA 51401
Edward Jones
Institution
Jordan Janson is a CFP®-certified financial advisor with Edward Jones in Carroll, Iowa, where he has worked since 2012. He has 13 years of industry experience and holds the Series 66 designation. Outside of his advisory role, Janson serves as an assistant boys soccer coach for Carroll Community Schools. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment options, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates through a large network of financial advisors and branch offices nationwide.
Based on Edward Jones
$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.
Carroll, IA North Carroll
528 North Carroll
Carroll IA 51401
Advisors at this office
2
Iowa · Texas
13 years of industry experience
Edward Jones
2012 - Present • 14 years
St Louis, MO
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
Series 63, Series 65
Carroll, IA
Greteman Capital Management
Nicholas Greteman is the principal of Greteman Capital Management in Carroll, IA, with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Honkamp Krueger Financial Services and Robinson Ruhnke Pc prior to founding his current firm. In addition to his advisory role, he is a partner at Greteman CPA, P.C., providing tax preparation, planning, and business valuation services. Greteman Capital Management offers discretionary asset management focused on long-term, value-oriented investing for pooled, institutional, and high-net-worth clients. The firm employs fundamental analysis and strategic asset allocation to tailor portfolios according to client objectives and risk tolerance.
Series 65
Carroll, IA
True Wealth, LLC
Maeve Mcnamee Danielson is a financial advisor at True Wealth, LLC, holding a Series 65 designation with one year of industry experience. Her prior roles include work at Premier Financial Services dba Truewealth Nation and Zions Agricultural Finance. She is also licensed to sell various insurance products. True Wealth, LLC provides financial planning and coordinates asset management for individuals, high-net-worth clients, and small businesses, relying on a third-party money manager for discretionary portfolio management while assisting clients with account setup and paperwork. The firm emphasizes tailored investment recommendations and offers educational workshops for clients and prospects.
Series 63, Series 65
Carroll, IA
True Wealth Nation
Wyatt Gauchat is a financial advisor at True Wealth, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at TD Ameritrade and True Wealth Nation. True Wealth, LLC provides financial planning and coordinates asset management for individuals, high-net-worth clients, and small businesses. The firm refers discretionary portfolio management to a third-party money manager and focuses on tailored investment recommendations using mutual funds, ETFs, and fixed-income securities.
CFP®, PFS™, Series 63
Carroll, IA
True Wealth Nation
John Sklenar is a CFP® and PFS™ with 27 years of industry experience. He is affiliated with True Wealth Nation and has worked at Premier Financial Services, Inc. since 2011. He founded Sklenar Company in 1995 and has been involved in the CPA business since the late 1970s. Outside of financial advising, he has served as a marketing consultant for a non-investment-related company since 2009. True Wealth Nation serves a small group of individual and institutional clients, providing comprehensive financial planning and investor education through its "TrueWealth University" workshops. The firm refers clients to a single third-party money manager for asset management and focuses on tailored financial plans without maintaining discretionary investment authority or custody of client assets.
CFP®, Series 65
Carroll, IA
True Wealth Nation
Nicholas Sklenar is a CFP® and Series 65 licensed financial advisor with 13 years of industry experience. He is currently with True Wealth, LLC and has been affiliated with Premier Financial Services, Inc. since 2012. Sklenar is also a licensed insurance agent and spends a significant portion of his time involved in insurance sales. True Wealth, LLC provides financial planning and coordinates asset management for individuals, high-net-worth clients, and small businesses, referring discretionary portfolio management to a third-party money manager while assisting clients with account setup and ongoing support. The firm emphasizes tailored investment recommendations based on client objectives, risk tolerance, and time horizon.
Series 63, Series 65
Glidden, IA
Modern Wealth Management, LLC
Jeremiah Johnson is a financial advisor at Modern Wealth Management, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Purshe Kaplan Sterling Investments and Midwest Financial. Outside of advising, he is involved in farming as an owner/operator and serves as secretary of HAGGAI LODGE 369, as well as vice president of Lil Wildcat Education, a local daycare and education board. Modern Wealth Management provides investment advisory and integrated planning services to a diverse client base, including individuals, trusts, retirement plans, and corporations. The firm employs a centralized portfolio management model supported by an Investment Committee and offers services ranging from discretionary management to tax and estate planning, with a focus on incorporating third-party managers and risk-modeling tools.
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