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Jordan W
Series 66
Weaverville, NC
OSAIC Institutions, INC.
Jordan Williams is a Series 66-licensed financial advisor with OSAIC Institutions, Inc. in Weaverville, NC, and has one year of industry experience. His prior roles include positions at HomeTrust Bank and NTCA - The Rural Broadband Association. OSAIC Institutions, Inc. serves individuals, retirement plans, trusts, estates, and corporate clients by providing customized advisory services, financial planning, and access to alternative investments. The firm operates a hybrid adviser and broker-dealer structure and emphasizes delegated investment analysis and client-controlled transaction authority.
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