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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between March 25, 2011 and May 29, 2012, reported AUM increased 5.5%, from $25.9M to $27.3M.
Of the latest reported AUM, 0.0% is discretionary and 100.0% is non-discretionary.
The firm reports 1 advisory representatives and 46 clients, or 46 clients per representative. That equates to $1.2M in reported AUM per client.
The profile lists 1 reported office location and 16 years in operation. The source data was last updated on February 23, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
RUSTIN REED JORDAN
Chief Compliance Officer, Managing Member, President
- CRD
- #4259683
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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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
SMA allocation detail is available
Jordan Financial LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.