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).
Total Assets Under Management107MILLION
Total Number of Accounts644ACCOUNTS
Average Account Value$166,674
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
William Jordan (CRD# 3004702) is an Investment Advisor Representative working at William Jordan Investments, Inc. in Laguna Hills, CA and has over 20 years of experience in the finance industry.