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Jordan Financial Life Planning
JORDAN FINANCIAL LIFE PLANNING is an SEC-registered investment adviser in KENOSHA, WI. The firm manages $107 million in regulatory assets under management on...
Overview
JORDAN FINANCIAL LIFE PLANNING is an SEC-registered investment adviser in KENOSHA, WI. The firm manages $107 million in regulatory assets under management on a discretionary basis. It has 3 employees and 3 investment advisers.
General information
Firm type
RIA
Sector focus
Frequently asked questions
What investment vehicles does the firm typically use?
The firm constructs portfolios primarily with exchange-traded funds (ETFs) and individual securities. It does not manage commingled funds or alternative investment vehicles, focusing instead on separately managed accounts tailored to each client's financial plan.
Does the firm participate in direct investments or private deals?
No. Jordan Financial Life Planning focuses exclusively on public market securities and does not engage in direct private equity, venture capital, or real estate deal participation (per the firm's ADV disclosure).
What sectors does the firm explicitly avoid?
The firm does not invest in alternative asset classes such as private equity, hedge funds, or direct real estate. It maintains a traditional asset allocation across public equities, fixed income, and cash equivalents.
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