Processus Wealth & Capital Management, LLC
Processus Wealth & Capital Management, LLC (CRD# 155306) is a financial advisory firm headquartered in , . They manage $89,920,474 in 222 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management90MILLION
Total Number of Accounts222ACCOUNTS
Average Account Value$405,047
- 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
AL, TN, TX
Jeffrey Jordan (CRD# 2490684) is an Investment Advisor Representative working at Processus Wealth & Capital Management, LLC in Franklin, TN and has over 22 years of experience in the finance industry. Jeffrey Jordan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Grady Tabor (CRD# 1908925) is an Investment Advisor Representative working at Processus Wealth & Capital Management, LLC in Brentwood, TN and has over 27 years of experience in the finance industry.