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JL

Jordan Lee Funke

Investment Adviser Representative at ON INVESTMENT MANAGEMENT CO

Des Moines, IACRD #6123070Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
12 yrs
States Registered
30 states
Exams Passed
5

Registrations & licenses

Registration type
Dual-registered
Registered in 30 states
AlabamaArizonaArkansasCaliforniaColoradoDelawareDistrict of ColumbiaFloridaGeorgiaIllinoisIndianaIowaKansasLouisianaMarylandMassachusettsMichiganMinnesotaMissouriNew HampshireNew JerseyNew YorkNorth CarolinaOhioPennsylvaniaSouth CarolinaTennesseeTexasVirginiaWisconsin
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 7/3/2019
Series 63
Uniform Securities Agent State Law Examination
Passed 4/5/2014
Series 7
General Securities Representative Examination
Passed 8/9/2025
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 4/3/2014

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

ON Investment Management Co Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

ON INVESTMENT MANAGEMENT COCurrent
7/9/2019Des Moines, IA

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jordan Lee Funke has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Jordan Lee Funke - Financial Advisor in Des Moines, IA | AdvisorFinder