Jordan Blanchard, financial advisor Wilmington NC
90 score

Jordan Blanchard

CRD Number: 6225239
Current Firm: 504 Fund Advisors, LLC

Jordan Blanchard (CRD# 6225239) is an Investment Advisor Representative working at 504 Fund Advisors, LLC in Wilmington, NC and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Live Oak Bank Wilmington, NC Jan 2016 - Current 2
504 Fund Advisors, LLC Wilmington, NC Feb 2015 - Current 3
Government Loan Solutions Cleveland, OH Jan 2013 - Jan 2016 3
Cdc S,mall Business Finance San Diego, CA Mar 2009 - Oct 2012 3
Excel National Bank Temecula, CA Apr 2008 - Mar 2009 < 1
Temecula Valley Bank Temecula, CA Sep 2006 - Apr 2008 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2013
Contact Info for Jordan M. Blanchard
Phone Number: 440-829-8413
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
Types of Clients
Registered States


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

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