Mark Jordan (CRD# 1376067) is an Investment Advisor Representative working at Familywealth in Panama City Beach, FL and has over 38 years of experience in the finance industry.
CRD# 6378144
Edward Jones
CRD# 6670715
Lpl Financial LLC
CRD# 2682409
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Familywealth Advisers, LLC | Miami, FL | Dec 2017 - Current | 6 |
| Ventoux Securities, LLC | Atlanta, GA | Jul 2009 - Current | 14 |
| Jolliffe Capital, Inc. | Westminister, CO | Jul 2009 - Jun 2018 | 8 |
| Advisersource.com LLC | Denver, CO | Dec 2017 - Dec 2017 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1985 |
| S65 | NASAA Investment Advisors Law Examination | Apr 1998 |
- FL
-
Total Assets Under Management316MILLIONS
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Total Number of Accounts584ACCOUNTS
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Average Account Value$541,636
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
- Other
AL, AZ, CA, CO, CT, FL, GA, IA, IL, IN, KS, LA, MA, MD, MN, MO, MS, MT, NC, NE, NM, NV, OH, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY
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