Jordan
Perdigao
Capital Analysts
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About this Advisor
Jordan Perdigao is a financial advisor based in Littleton, Massachusetts, working with Capital Analysts. Jordan has previously held positions at Santander Bank, Na, Santander Securities, LLC, Rollins College, Bay Coast Bank, Nichols College, Financial Planning Alternatives, Lincoln Investment, and Capital Analysts. Jordan has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Massachusetts and Rhode Island. Currently, Jordan is part of Capital Analysts, which operates out of Littleton, Massachusetts. The firm has 277 offices and 705 employees. The firm manages assets totaling $7.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Capital Analysts includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Capital Analysts Brokerage Details
$7,095,906,836
705
22,363
$317,306
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Jordan Perdigao Work History
Capital Analysts
Lincoln Investment
Lincoln Investment
Financial Planning Alternatvies
Santander Bank, Na
Santander Securities, LLC
Rollins College
Bay Coast Bank
Rollins College
Bay Coast Bank
Bay Coast Bank
Bay Coast Bank
Nichols College
Disclosures
Please visit the SEC profile of Jordan Perdigao 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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