David
Jordan
Trail Ridge Investment Advisors, LLC
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About this Advisor
David Jordan is a financial advisor based in Fort Collins, Colorado, working with Trail Ridge Investment Advisors, LLC. David has previously held positions at Trail Ridge Investment Advisors, LLC, Wells Fargo Private Bank, and Tributary Capital Management. David is registered to provide services in Colorado. Currently, David is part of Trail Ridge Investment Advisors, LLC, which operates out of Fort Collins, Colorado. The firm has 1 office and 7 employees. The firm manages assets totaling $249.9 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Trail Ridge Investment Advisors, LLC includes asset-based, hourly, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Trail Ridge Investment Advisors, LLC Brokerage Details
$249,927,549
7
369
$677,310
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
David Jordan Work History
Trail Ridge Investment Advisors, LLC
Trail Ridge Investment Advisors, LLC
Wells Fargo Private Bank
Tributary Capital Management
Disclosures
Please visit the SEC profile of David 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 Trail Ridge Investment Advisors, LLC
Fort Collins, CO
Fort Collins, CO
Fort Collins, CO
Fort Collins, CO
Fort Collins, CO
Fort Collins, CO
Fort Collins, CO
Fort Collins, CO
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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