About Jordan Financial LLC
Jordan Financial LLC is a premier financial advisory firm that specializes in helping clients achieve their financial goals. With a team of highly skilled and experienced professionals, Jordan Financial LLC provides expert financial guidance and services to individuals and businesses alike.
How does the advisor help clients – Key Takeaways:
- Offers a wide range of financial services, including investment management, retirement planning, and tax planning
- Takes a personalized approach to each client’s unique financial situation
- Utilizes the latest industry research and tools to inform their recommendations
Facts and Insights
Jordan Financial LLC has been in business for over 10 years and has successfully helped numerous clients reach their financial goals. The firm has over $100 million in assets under management and prides itself on its high client satisfaction rate.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $100 million | 10+ | Over 10 years |
Financial Services Offered
- Investment Management
- Retirement Planning
- Tax Planning
- Estate Planning
- Insurance Services
Client Types
Jordan Financial LLC works with a diverse range of clients, including individuals, families, small businesses, and corporations. They also have expertise in working with high-net-worth individuals and those in the medical and legal professions.
Fees & Compensation
Jordan Financial LLC is a fee-only firm, which means they do not earn commissions or receive any third-party payments for their services. This allows them to provide unbiased and objective advice to their clients. Fees are based on a percentage of assets under management and may vary depending on the specific services and solutions provided.
Background
The team at Jordan Financial LLC is made up of highly qualified and experienced financial advisors who are dedicated to helping clients achieve their financial goals. They stay up-to-date on industry trends and changes, and continuously expand their knowledge and expertise to better serve their clients.
Financial Advisor Disclosures to Know
As a registered investment advisory firm, Jordan Financial LLC adheres to strict regulations and practices in order to best serve their clients. They have a legal and ethical obligation to disclose any potential conflicts of interest or any relevant information to their clients.