Jordan
Dechtman
Dechtman Wealth Management
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About this Advisor
Jordan Dechtman is a financial advisor based out of Englewood, Colorado with a total of 3 years of industry experience. Dechtman is an employee of Dechtman Wealth Management. Throughout their career, Dechtman has worked at Securities America, Inc, Securities America Advisors, Inc, Dechtmanwealth, Dechtman Wealth Management, LLC and Purshe Kaplan Sterling Investments, Inc. Dechtman holds a Series 63 license, qualifying them as a securities broker, and can serve investors in Colorado and Texas. Dechtman Wealth Management is a firm that has its headquarters in Englewood, CO. It oversees $552 million in assets under management among its 2,034 client accounts, placing it among the larger financial advisory firms in the country by assets under management. The firm provides services to four charities and foundations. Of its 2,034 accounts, 21% are held by high-net-worth individuals who have at least $1 million in assets available to invest. The business has a diverse assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and educational seminars. A financial advisor's fees are based on which services the firm provides the client. Fees billed by Dechtman Wealth Management typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Dechtman Wealth Management Brokerage Details
$551,563,111
7
2,034
$271,172
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Educational seminars/workshops
Jordan Dechtman Work History
Jordan has been registered as a financial advisor for 3 years.*
Purshe Kaplan Sterling Investments, Inc
Dechtman Wealth Management, LLC
Securities America Advisors, Inc
Dechtmanwealth
Securities America, Inc
*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 Dechtman 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 Dechtman Wealth Management
Englewood, CO
Englewood, CO
Englewood, CO
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