Overview
Assets Under Management: $107 million
Headquarters: KENOSHA, WI
High-Net-Worth Clients: 35
Average Client Assets: $1.8 million
Frequently Asked Questions
JORDAN FINANCIAL LIFE PLANNING is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #146633), JORDAN FINANCIAL LIFE PLANNING is subject to fiduciary duty under federal law.
JORDAN FINANCIAL LIFE PLANNING is headquartered in KENOSHA, WI.
JORDAN FINANCIAL LIFE PLANNING serves 35 high-net-worth clients according to their SEC filing dated March 02, 2026. View client details ↓
According to their SEC Form ADV, JORDAN FINANCIAL LIFE PLANNING offers financial planning and portfolio management for individuals. View all service details ↓
JORDAN FINANCIAL LIFE PLANNING manages $107 million in client assets according to their SEC filing dated March 02, 2026.
According to their SEC Form ADV, JORDAN FINANCIAL LIFE PLANNING serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 35
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 57.51%
Average Client Assets: $1.8 million
Total Client Accounts: 510
Discretionary Accounts: 498
Non-Discretionary Accounts: 12
Regulatory Filings
CRD Number: 146633
Filing ID: 2055305
Last Filing Date: 2026-03-02 15:10:13