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Complaints, career history, licenses and who owns the company. Every registered advisor's public record, explained in plain English.
The short version
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Jordan Mercer is registered with Harborline Wealth Partners in Denver. The record shows a 2018 customer dispute over an annuity, settled for $42,500, and a 2015 $5,000 fine from Colorado for working before being registered there.
Complaints & actions
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Career history
4 firms over 17 years.
Licenses
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Who owns the company
Founder-led, with a private equity stake.
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Complaints & actions
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