Jordan Financial LLC
Firm details
- Headquarters
- ,
- CRD number
- 153466
- Website
- www.jordanfinancialllc.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI85.92%
- Individuals14.08%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Jordan Financial LLC is an independent registered investment adviser organized as an LLC and owned by an individual principal. The firm serves individual and family clients, charging fees based on a percentage of assets under management and focusing on portfolio management for individuals and small businesses. It does not report active ESG investing, is not positioned as a multi-state or pension consultant adviser, and does not function as a capital allocator or related adviser. The firm’s SEC registration year is not listed in the available data.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities97%
- Non-Exchange Traded Equities2%
- Cash & Cash Equivalents1%
Contacts
1 of 1Rustin Jordan
OwnerCRD 4259683
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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