Jordan
Neumann
Greystone Financial Group, LLC
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About this Advisor
Jordan Neumann is a financial advisor based in Bloomfield Hills, Michigan, working with Greystone Financial Group, LLC. Jordan has previously held positions at Greystone Financial Group, LLC, Financial Focus, Lpl, Kroger, Quicken Loans, Western Michigan University, and Texas Roadhouse Restaurant. Jordan has passed the Series 65 regulatory exam and is registered to provide services in Michigan and Texas. Currently, Jordan is part of Greystone Financial Group, LLC, which operates out of Bloomfield Hills, Michigan. The firm has 4 offices and 21 employees. The firm manages assets totaling $1.0 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and other services. The fee structure at Greystone Financial Group, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Greystone Financial Group, LLC Brokerage Details
$1,026,230,045
21
1,879
$546,158
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
Jordan Neumann Work History
Greystone Financial Group, LLC
Financial Focus, Lpl
Kroger
Quicken Loans
Western Michigan University
Texas Roadhouse Restaurant
Disclosures
Please visit the SEC profile of Jordan Neumann 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 Greystone Financial Group, LLC
Bloomfield Hills, MI
Houston, TX
Bloomfield Hills, MI
Bloomfield Hills, MI
Virginia Beach, VA
Bloomfield Hills, MI
Bloomfield Hills, MI
Bloomfield Hills, MI
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