Jordan
Pedron

Ndvr

CRD#5946698
Investment Advisor
in Plano, TX

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About this Advisor

Jordan Pedron is a financial advisor based in Plano, Texas. Pedron currently works for Ndvr. The advisor has gained experience at Bank Of America, N.A, Northwestern Mutual Investment Services, LLC, F Mackey Schneider, Northwestern Mutual Wealth Management Company, Fidelity Brokerage Services, LLC, Personal Capital Advisors Corporation, Ndvr, Inc, Mtn Properties, LLC, Mtnp Homebuyers, LLC and Merrill Lynch. Pedron maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to operate in Texas. Ndvr is an advisory business operating out of Boston, MA. It oversees $107 million in assets among its 69 client accounts, making it one of the mid-sized firms in the nation by assets under management. Of its 69 accounts, 70% belong to high-net-worth clients who have greater than $1 million in assets. The firm has a set of services, including financial planning services and portfolio management for individuals and small businesses. Fees for financial advisory services typically are based on which services are provided. However, fees charged by Ndvr most likely include some combination of asset-based and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

less than 1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

Plano, TX

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Ndvr Brokerage Details

Total Assets Under Management

$107,000,000

TX Average: $16,012,751,954
Total Number of Employees

50

TX Average: 118
Total Number of Accounts

69

TX Average: 4,567
Average Account Size

$1,550,725

TX Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Jordan Pedron Work History

Jordan has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

Ndvr, Inc

2022 - Present (2 years)

Mtn Properties, LLC

2022 - Present (2 years)

Mtnp Homebuyers, LLC

2019 - 2022 (3 years)

Personal Capital Advisors Corporation

2017 - 2019 (2 years)

Personal Capital Advisors Corporation

2014 - 2017 (3 years)

Fidelity Brokerage Services, LLC

2013 - 2014 (1 year)

Northwestern Mutual Investment Services, LLC

2013 - 2013 (< 1 year)

F Mackey Schneider

2013 - 2014 (1 year)

F Mackey Schneider

2013 - 2014 (1 year)

Northwestern Mutual Wealth Management Company

2011 - 2013 (2 years)

Bank Of America, N.A

2011 - 2013 (2 years)

Merrill Lynch

*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 Jordan Pedron 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 Ndvr

Braden Osten
Boston, MA
Joshua Cole
Land O'Lakes, FL
Clyde Mauger
Jupiter, FL
Alexander Staley
Village Of Lakewood, IL
Jordan Pedron
Plano, TX
Adriene Mccance
Boston, MA
Michael Simon
Boston, MA

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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