Lawson
Jordan
Coastwise Capital Group, LLC
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About this Advisor
Lawson Jordan is a financial advisor based in La Jolla, California, working with Coastwise Capital Group, LLC. Lawson has previously held positions at the United States Air Force and Lion Venture Investments LLC. Lawson is registered to provide services in California. Currently, Lawson is part of Coastwise Capital Group, LLC, which operates out of La Jolla, California. The firm has 5 employees and manages assets totaling $164.3 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, publication of newsletters, educational seminars, and other services. The fee structure at Coastwise Capital Group, LLC includes asset-based, hourly, and performance-based fees.
Services Offered
Fee Structure
Office Location
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Coastwise Capital Group, LLC Brokerage Details
$164,254,032
5
340
$483,100
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Lawson Jordan Work History
Lion Venture Investments LLC
United States Air Force
Disclosures
Please visit the SEC profile of Lawson 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 Coastwise Capital Group, LLC
La Jolla, CA
La Jolla, CA
La Jolla, CA
La Jolla, CA
La Jolla, CA
The content in this profile was updated by SmartAsset on 6/19/2024. 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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