Shelly Jordan, financial advisor Littleton CO
93 score

Shelly Jordan

CRD Number: 4584174
Current Firm: Alpha Asset Consulting LLC

Shelly Jordan (CRD# 4584174) is an Investment Advisor Representative working at Alpha Asset Consulting LLC in Littleton, CO and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Alpha Asset Advisors LLC Oakland, CA Nov 2002 - Current 13
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2002
Contact Info for Shelly R. Jordan
Phone Number: 303-321-3837
Firm Website:
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Pension consulting services
  • Other
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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