Skip to main content
Jordan Dalton, CFP®
  • Home
  • About
    • Vision
    • Contact Us
      • Tell A Friend
  • Process & Services
    • Financial Planning
  • Resources
    • Request A Quote
      • Annuity
      • Long-Term Care Insurance
      • Life Insurance
      • Disability Income Insurance
      • 401(k) Information Request
    • Market Watch
      • Detailed Quotes
      • Symbol Lookup
      • Multi Quote
      • Markets at a Glance
      • Charting
      • Portfolios
    • Articles
    • Calculators
    • Flipbooks
    • Newsletters
    • Glossary
    • Tax Library
  • Schedule a meeting
  • Client Login

Jordan Dalton, CFP®

  • LinkedIn Icon
  • Facebook Icon

 

Principal Securities Form CRS Customer Relationship Summary

Jordan Dalton is licensed in AZ, CO, IA, KS, MI, MN, ND, NE, SD, TX, and WI to offer insurance products, and life insurance (including variable life), annuities (including variable annuities), and is registered to offer securities and investment advisory services through Principal Securities, Inc. in  AZ, CA, CO, FL, IA, IL, KS, MD, MI, MN, ND, NE, NM, SD and WI.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

This site is not a solicitation of interest in any of these products in any other state.

IMPORTANT CONSUMER INFORMATION: Jordan Dalton may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if he is excluded or exempted from the state's registration requirements.  Follow-up, individualized responses to consumers in a particular state by Jordan that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the state's requirements, or pursuant to an applicable state exemption or exclusion.  For information concerning the licensure status or disciplinary history of a broker-dealer, investment adviser, BD agent or IA representative or any financial institution he represents, contact your state securities law administrator.

​Insurance products issued by Principal National Life Insurance Company (except in NY) and Principal Life Insurance Company®, [and the companies available through the Preferred Product Network, Inc.] Securities and advisory products offered through Principal Securities, Inc., Member SIPC. Referenced companies are members of the Principal Financial Group®, Des Moines, IA 50392. Jordan Dalton, Principal National and Principal Life Financial Representative, Principal Securities Registered Representative, Financial Advisor and a member of the Principal® Financial Network.

Principal Life maintains certificates of authority to transact insurance in all 50 states.  Principal Life NAIC identification number is 61271.  Principal National NAIC identification number is 71161.

 

 

  • Site Map
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck