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).

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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at William Jordan Investments, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Jeffrey A. Cerny
CRD#: 4744213
23046 Avenida De La Carlota Ste. 150, Laguna Hills, CA 92653
93
Wealthminder
score

Jeffrey Cerny (CRD# 4744213) is an Investment Advisor Representative working at William Jordan Investments, Inc. in Laguna Hills, CA and has over 12 years of experience in the finance industry.

2
Sandy G. Levine
CRD#: 6265861
23046 Avenida De La Carlota, Suite 150, Laguna Hills, CA 92653
89
Wealthminder
score

Sandy Levine (CRD# 6265861) is an Investment Advisor Representative working at William Jordan Investments, Inc. in Laguna Hills, CA and has over 2 years of experience in the finance industry.

3
Scott L. Greenameyer
CRD#: 6518260
23046 Avenida De La Carlota, Suite 150, Laguna Hills, CA 92653
87
Wealthminder
score

Scott Greenameyer (CRD# 6518260) is an Investment Advisor Representative working at William Jordan Investments, Inc. in Laguna Hills, CA and has 1 year of experience in the finance industry.

4
William M. Jordan
CRD#: 3004702
23046 Avenida De La Carlota Ste. 150, Laguna Hills, CA 92653
48
Wealthminder
score

William Jordan (CRD# 3004702) is an Investment Advisor Representative working at William Jordan Investments, Inc. in Laguna Hills, CA and has over 18 years of experience in the finance industry.

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