JORDAN FINANCIAL LIFE PLANNING

Overview

Jordan Financial Life Planning is an independent, owner-operated LLC that provides financial planning and discretionary portfolio management primarily to individuals, families and small-business clients. The firm bills through a mix of percentage-of-AUM, hourly and fixed-fee arrangements rather than being organized as a capital allocator. Its stated advisory activity centers on financial planning services and portfolio management for individuals and small businesses. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives