Jordan
Isquith
Captrust
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About this Advisor
Jordan Isquith is a financial advisor based in Phoenix, Arizona, working with Captrust. Jordan has previously held positions at Captrust, Arizona State University, Usa Baseball, Sun Devil Athletics, Chaparral High School, Kona Coffee And Tea, Between The Lines, Sapporo, Sip Coffee, and Amulet Protective Technologies Inc. Jordan has passed the Series 65 regulatory exam and is registered to provide services in Arizona. Currently, Jordan is part of Captrust, which operates out of Phoenix, Arizona. The firm has 69 offices and 1,554 employees. The firm manages assets totaling $852.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, and publication of newsletters. The fee structure at Captrust includes asset-based, hourly, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Captrust Brokerage Details
$852,173,054,617
1,554
100,603
$8,470,653
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
Jordan Isquith Work History
Captrust
Usa Baseball
Amulet Protective Technologies Inc
Sun Devil Athletics
Arizona State University
Sapporo
Sip Coffee
Kona Coffee And Tea
Between The Lines
Chaparral High School
Disclosures
Please visit the SEC profile of Jordan Isquith to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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