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Jordan Rae Talbert is a financial advisor professional located in Ocean Pines, MD. They specialize in financial advisory.
Jordan Rae Talbert - Cwm Advisory, Llc holds an active professional license (FINRA CRD) for your protection.
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Jordan Rae Talbert operates Cwm Advisory, LLC, a financial advisory firm based in Ocean Pines, Maryland. The firm is registered with FINRA (Financial Industry Regulatory Authority), holding CRD license number 7894475. This registration indicates the business operates under federal oversight and compliance requirements established by the securities industry regulator. Cwm Advisory provides financial advisory services to clients seeking professional guidance on investment and financial planning matters.
Jordan Rae Talbert holds a FINRA CRD (Central Registration Depository) license, which is the registration required for financial advisors and investment professionals in the United States. This license means the advisor has met FINRA's qualification standards and operates under the regulatory oversight of the Financial Industry Regulatory Authority. FINRA-registered advisors must comply with strict rules governing client interactions, disclosure of conflicts of interest, and conduct standards. This registration provides clients with assurance that the advisor meets baseline competency requirements and is subject to industry-wide regulatory compliance and disciplinary oversight.