A complete list of active advisors currently associated with Jordan Financial LLC

Warmer can help you find a great advisor at Jordan Financial LLC or one who fits your needs even better.

Jordan Financial provides fee-based portfolio management and individualized securities recommendations to private clients, covering domestic and international equities, mutual funds, ETFs, bonds, and options. The firm’s brochure reports it manages about $44.6 million on a discretionary basis and serves a relatively small client roster with comprehensive portfolio analysis. Investment decisions are informed by a mix of technical and fundamental methods — including charting, cyclical analysis, and the use of Investor’s Business Daily as a primary research source — and are implemented through long-term and short-term positions and covered option writing. Portfolios are reviewed on an ongoing basis (daily triggers for cash activity and quarterly allocation reviews), and advisory fees are charged on an asset-based basis consistent with common industry practice. The brochure discloses a 2010 state regulatory fine for failing to properly disclose a residency change and continuing to provide investment advice, a disciplinary event that the firm notes in its disclosure section and that is uncommon among peers. The firm also emphasizes a formal Code of Ethics, pre-clearance and monitoring of employee trading, and states it does not participate in soft-dollar programs or sell products beyond providing investment advice.

To learn more about the advisors currently working at Jordan Financial LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.