Morgan Stanley
47yrs
Top advisor by experience in Scranton
19yrs
Jordan Ubertini
Financial advisor at Merrill
Jordan Ubertini has worked in the financial industry for 19 years and is a fiduciary financial advisor based in Scranton, Pennsylvania. Jordan has been with Merrill since 2009; before that, Jordan spent two years at Wells Fargo Advisors. Merrill offers investment management, retirement plan consulting, and selecting outside investment managers and is paid through a percentage of assets, flat fees, and commissions.
One of 75 advisors with offices in Scranton, and one of 73 fiduciaries.
At a glance
Experience19 years (since 2007)
How that compares ?More experience than 62% of advisors at Merrill
Office417 Lackawanna Ave, Scranton, PA 18503
FirmMerrill
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?2 states
Services through Merrill
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2009 – nowMerrillCurrent firm
- 2007 – 2009Wells Fargo Clearing Services, LLCPreviously
Questions to ask Jordan
Tailored to Jordan’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Jordan
How do I contact Jordan?
Call Merrill at 800-637-7455 and ask for Jordan Ubertini. Jordan works from the Scranton, PA office.
How long has Jordan been a financial advisor?
Jordan has been in the industry since 2007, about 19 years. More experience than 62% of advisors at Merrill.
What licenses does Jordan hold?
Series 66. Tap any license on this page to see what it allows.
Is Jordan a fiduciary?
Jordan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jordan paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Jordan for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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