Michael Jordan
CRD Number: 6695198
Current Firm: Beacon Global Advisor Network, LLC
Compensation Model: Fee Only
Michael Jordan DipPFS, RICP® (CRD# 6695198) is an Investment Advisor Representative working at Beacon Global Advisor Network, doing business as BlackPoint Capital Partners (BCP).
Michael is a Managing Partner at BCP and a Certified Specialist in Retirement Income Planning. As a UK and US-qualified financial professional with over 30 years of industry experience (7 in the USA), he helps British and US Expats around the globe with Holistic Cross-Border Financial Planning.
A born and bred Londoner who has been based in Miami, Florida since 2016, he is best placed as an expat himself to help guide his clients through the potential challenges professionals and businesses face when transitioning to another country. Gaining a deeper understanding of his client’s financial aspirations, and circumstances has helped him forge long-lasting and trusting relationships. Many clients have found this approach, invaluable in working towards their financial independence and creating a legacy for their family.
Beyond his professional accolades and achievements, Michael is a keen sports fan and particularly enjoys attending the major Basketball, F1, American Football, Soccer, Track and Field, and IPL events on his travels around the Globe.
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| Company Name | Location | Dates | Years |
|---|---|---|---|
| Beacon Global Advisor Network, LLC | Pembrook Pines, FL | Sep 2023 - Current | < 1 |
| Blackpoint Capital Partners, LLC | Miami, FL | Sep 2023 - Current | < 1 |
| Gwm (usa) LLC | Miami, FL | May 2017 - Aug 2023 | 6 |
| Beacon Global Advisor Network, LLC | Miami, FL | Jun 2017 - Apr 2021 | 3 |
| Devere Usa Inc. | New York, NY | Aug 2016 - May 2017 | < 1 |
| Unemployed | Manchester, | Mar 2016 - Jul 2016 | < 1 |
| Lloyds Private Bank | Manchester, | Nov 2015 - Feb 2016 | < 1 |
| Direct Airport Parking Investments | Cheshire, | Apr 2015 - Nov 2015 | < 1 |
| Cooperative Bank | Manchester, | Dec 2014 - Mar 2015 | < 1 |
| Self Employed | Manchester, | Jun 2014 - Nov 2014 | < 1 |
| Lloyds Bank | Manchester, | Apr 2012 - May 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2016 |
- FL
- TX
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Total Assets Under Management292MILLIONS
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Total Number of Accounts361ACCOUNTS
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Average Account Value$807,706
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, FL, GA, IL, LA, MA, MD, MI, NC, NJ, NV, NY, OH, OR, PA, SC, TX, VA, WA
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