Be advised. This firm is no longer registered.

William Jordan Investments, Inc.

William Jordan Investments, Inc. (CRD# 127495) is a financial advisory firm headquartered in Laguna Hills, CA. They manage $107,337,796 in 644 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
23046 Avenida De La Carlota, Suite 150, Laguna Hills, CA 92653
http://jeffreycerny.com
By the Numbers
  • Total Assets Under Management
    107
    MILLION
  • Total Number of Accounts
    644
    ACCOUNTS
  • Average Account Value
    $166,674
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at William Jordan Investments, Inc.
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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