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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-26-2010
- Office Locations
- 1
Office Locations
About Jordan Financial LLC
Jordan Financial LLC is an owner-led RIA in Tampa providing personalized financial planning and portfolio management for individual investors. Founder Rustin Jordan builds hands-on, client-involved portfolios with an emphasis on individual stocks and capturing corporate actions like dividends, spin-offs, and stock splits. Known for direct access to the advisor, including weekend responsiveness; custody reported at Charles Schwab.
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Owner & Executives
RUSTIN REED JORDAN
Chief Compliance Officer, Managing Member, President
- CRD
- #4259683
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $53,106,152 | -- |
| Non-Discretionary | $0 | $569,172 |
| Total | $53,106,152 | $569,172 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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