Jordan
Weinberg
Founders Financial Securities LLC
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About this Advisor
Jordan Weinberg is a financial advisor based in Baltimore, Maryland, working with Founders Financial Securities LLC. Jordan has previously held positions at Parents Life Ins Trust, Evergreen Structure Settlement, Hebrew Free Loan Association Of Baltimore, The Feinglass Foundation, and Founders Financial Securities, LLC. Jordan has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Maryland and Texas. Currently, Jordan is part of Founders Financial Securities LLC, which operates out of Baltimore, Maryland. The firm has 65 offices and 137 employees. The firm manages assets totaling $2.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. 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 selection of other advisers. The fee structure at Founders Financial Securities LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Founders Financial Securities LLC Brokerage Details
$2,908,968,688
137
18,269
$159,230
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Jordan Weinberg Work History
Evergreen Structure Settlememt
Founders Financial Securities, LLC
Parents Life Ins Trust
Hebrew Free Loan Association Of Baltimore
The Feinglass Foundation
Disclosures
Please visit the SEC profile of Jordan Weinberg to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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