Mark
Jordan
Familywealth
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About this Advisor
Mark Jordan is a financial advisor based in Panama City Beach, Florida, working with Familywealth. Mark has previously held positions at Ventoux Securities, LLC, Advisersource.Com LLC, Jolliffe Capital, Inc, and Familywealth Advisers, LLC. Mark has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida. Currently, Mark is part of Familywealth, which operates out of Panama City Beach, Florida. The firm has 8 offices and 12 employees. The firm manages assets totaling $316.3 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and other services. The fee structure at Familywealth includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Familywealth Brokerage Details
$316,315,559
12
584
$541,636
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Other
Mark Jordan Work History
Familywealth Advisers, LLC
Ventoux Securities, LLC
Advisersource.Com LLC
Jolliffe Capital, Inc
Disclosures
Please visit the SEC profile of Mark 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 Familywealth
Arlington, TX
Pensacola, FL
Stow, OH
Lake Mary, FL
Palo Alto, CA
Panama City Beach, FL
Dallas, TX
Frisco, TX
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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