Jordan Financial Life Planning

Overview

Jordan Financial Life Planning is an independent registered investment adviser organized as a limited liability company and owned by an individual principal. The firm reports registration with the SEC in 2026 and positions itself as a wealth and planning-focused practice that provides financial planning and portfolio management for individuals, families and small-business clients; it also serves some institutional clients. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. The firm does not describe itself as an active ESG investor and is not flagged as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives