Jordan Fraser (CRD# 4426903) is an Investment Advisor Representative working at Longwall Family Office in Lake Forrest, IL and has over 2 years of experience in the finance industry.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Longwall Investment Partners, LLC | Lake Forrest, IL | Mar 2023 - Current | 1 |
| Praxia Financial Services, Llc Dba Longwall Investment Partners | Westport, CT | Mar 2022 - Mar 2023 | 1 |
| Praxia Financial Services, Llc(dba Longwall Investment Partners) | Westport, CT | Nov 2021 - Mar 2022 | < 1 |
| Thermofisher | Chicago, IL | Nov 2017 - Nov 2021 | 4 |
| Dartmouth Hitchcock | Lebanon, NH | Aug 2016 - Nov 2017 | 1 |
| Labcorp | Chicago, IL | Mar 2015 - Aug 2016 | 1 |
| Ameripath | Chicago, IL | Sep 2009 - Mar 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2022 |
- IL
-
Total Assets Under Management207MILLIONS
-
Total Number of Accounts81ACCOUNTS
-
Average Account Value$2,560,935
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
CT, IL
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