Jordan Financial LLC

Overview

Jordan Financial LLC is a small, individual-owned registered investment adviser operating as an LLC that focuses on discretionary portfolio management for individuals and small businesses. The firm runs a fee model based on a percentage of assets under management and concentrates its portfolios on liquid, exchange-traded equity instruments. Jordan Financial does not position itself as an ESG manager, does not act as a multi-state adviser, and is not structured as a capital allocator or pension consultant. Its business model is client-facing advisory work rather than running pooled investment vehicles. The investment approach is equity-first: the firm uses exchange-traded equities and separately managed account structures to deliver actively managed equity exposures. Given the relatively concentrated client base and single-office footprint, Jordan Financial appears oriented toward high-touch advisory relationships and direct portfolio oversight rather than large-scale institutional product distribution.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices