Norman Jordan, financial advisor Nashville TN
83 score

Norman Jordan

CRD Number: 1408777
Current Firm: Avondale Partners, LLC

Norman Jordan (CRD# 1408777) is an Investment Advisor Representative working at Avondale Partners, LLC in Nashville, TN and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
Invest Financial Corporation Tampa, FL Aug 2015 - May 2016 < 1
Firstbank Investment Partners Nashville, TN Aug 2015 - May 2016 < 1
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Aug 2015 < 1
Morgan Stanley Nashville, TN Jan 2013 - Aug 2015 2
Stifel Nicolaus And Company, Inc. St. Louis, MO Aug 2010 - Jan 2013 2
Morgan Stanley Smith Barney Nashville, TN Jun 2009 - Aug 2010 1
Citigroup Global Markets Inc. Valdosta, GA Jan 2002 - Aug 2010 8
The Robinson-humphrey Company, LLC Nashville, TN Jun 1998 - Oct 2007 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1985
S65 NASAA Investment Advisors Law Examination Mar 2013
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Norman W. Jordan
Phone Number: 615-467-3500
Registered State(s):
  • TN
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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