Jordan Buffum (CRD# 6590485) is an Investment Advisor Representative working at Voisard Asset Management Group in Grand Rapids, MI and has over 8 years of experience in the finance industry. Jordan Buffum has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6504831
Advisory Alpha, LLC
CRD# 4414566
J.p. Morgan Securities LLC
CRD# 4187403
Stewardship Trust Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Voisard Asset Management Group | Grand Rapids, MI | Jul 2019 - Current | 4 |
Voisard Asset Management Group | Grand Rapids, MI | Jul 2017 - Jul 2019 | 2 |
Voisard Asset Management Group | Grand Rapids, MI | Jul 2015 - Jul 2017 | 2 |
Cornerstone University | Grand Rapids, MI | Aug 2011 - May 2015 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jan 2016 |
- MI
-
Total Assets Under Management380MILLIONS
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Total Number of Accounts1,281ACCOUNTS
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Average Account Value$296,480
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, FL, IL, MI, OH, TN, TX
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