Jordan
Short
Fwg Investments, LLC
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About this Advisor
Jordan Short is a financial advisor based in Lexington, Kentucky, working with Fwg Investments, LLC. Jordan has previously held positions at Centre College, Childers Oil Company, Investments & Financial Planning, LLC, Fwg Investments, LLC, and Family Wealth Group, LLC. Jordan has passed the Series 65 regulatory exam and is registered to provide services in Kentucky. Currently, Jordan is part of Fwg Investments, LLC, which operates out of Lexington, Kentucky. The firm has 5 offices and 24 employees. The firm manages assets totaling $205.9 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Fwg Investments, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Fwg Investments, LLC Brokerage Details
$205,904,853
24
2,659
$77,437
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Jordan Short Work History
Fwg Investments, LLC
Family Wealth Group, LLC
Investments & Financial Planning, LLC
Childers Oil Company
Childers Oil Company
Centre College
Disclosures
Please visit the SEC profile of Jordan Short 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 Fwg Investments, LLC
Lexington, KY
Harrodsburg, KY
Lexington, KY
Lexington, KY
Lexington, KY
Lexington, KY
Lexington, KY
Lexington, KY
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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