Jordan Financial Life Planning

RIASEC RegisteredEst. 2026

Total AUM

$107M

Discretionary

$107M

100% of AUM

Avg account

$210K

Accounts

510

Employees

Advisory reps

Firm details

Headquarters: Kenosha, Wisconsin
CRD number: 146633
Registered since: June 25, 2026
Website: www.jordanfinancial.biz
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI57.51%
Individuals42.29%
Charitable Organizations0.19%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Jordan Financial Life Planning is a privately held limited liability company operating as an independent registered investment adviser. The firm serves individuals, families and some institutional clients, with a service mix centered on financial planning and portfolio management for individuals and small businesses. Ownership is individual, and the firm bills through a mix of percentage-of-AUM fees, hourly charges and fixed-fee arrangements. Jordan Financial Life Planning does not identify as an active ESG investor and appears to operate from a single-state footprint.