Donald
Jordan
Toews Corporation
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About this Advisor
Donald Jordan is a financial advisor who works in Mobile, Alabama with a total of 3 years of relevant experience. Jordan is on the advisory team at Toews Corporation. Throughout their career, Jordan has worked at University Of Alabama, Cares School, Oak Grove High School, Toews Corporation, Northern Lights Distributors, LLC, Marion Military Institute and Edward Jones. Jordan holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to work in New Jersey and Texas. Toews Corporation is a financial advisory firm based out of Northfield, NJ. The company has a total of 22 financial advisors. It oversees $1 billion in assets under management across its 246 customer accounts, placing it among the larger investment advisory firms in the nation by assets under management. The firm advises one charities and foundations. Of its 246 customer accounts, just 8% are associated with high-net-worth individuals who have greater than $1 million in assets. Toews Corporation provides a number of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients and educational seminars. Financial management fees largely vary depending on which services the firm provides the client. However, fee types charged by Toews Corporation typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Toews Corporation Brokerage Details
$1,143,381,908
22
246
$4,647,894
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Educational seminars/workshops
Donald Jordan Work History
Donald has been registered as a financial advisor for 3 years.*
Northern Lights Distributors, LLC
Toews Corporation
Edward Jones
Oak Grove High School
Cares School
University Of Alabama
Marion Military Institute
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Donald Jordan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Toews Corporation
New York, NY
Mobile, AL
Northfield, NJ
Northfield, NJ
Northfield, NJ
New York, NY
Arlington Heights, IL
Northfield, NJ
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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