Jordan
Code
Code Waechter LLC
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About this Advisor
Jordan Code is a financial advisor based in Tampa, Florida, working with Code Waechter LLC. Jordan has previously held positions at Code Smith Financial, LLP, MML Investors Services, Inc, MassMutual Life Insurance Company, and Code Waechter LLC. Jordan has passed the Series 66 regulatory exam and is registered to provide services in Florida and Texas. Currently, Jordan is part of Code Waechter LLC, which operates out of Tampa, Florida. The firm has 5 employees and manages assets totaling $279.2 million. The firm 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 Code Waechter LLC includes asset-based and fixed fees.
Certifications and Registrations
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Fee Structure
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Code Waechter LLC Brokerage Details
$279,177,795
5
905
$308,484
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Jordan Code Work History
Code Waechter LLC
Massmutual Life Insurance Company
Code Smith Financial, Llp
Mml Investors Services, Inc
Disclosures
Please visit the SEC profile of Jordan Code 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 Code Waechter LLC
Tampa, FL
Tampa, FL
Tampa, FL
Tampa, FL
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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