Jordan
Smith
Schechter Investment Advisors, LLC
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About this Advisor
Jordan Smith is a financial advisor based in Birmingham, Michigan who has 4 years of industry experience. Smith is on the advisory team at Schechter Investment Advisors, LLC. During their career, Smith has held roles at Robert Schechter & Associates, Schechter Investment Advisors, LLC, Jordan H Smith, P.L.L.C, Insurable Interests, LLC and Kingswood Capital Partners, LLC. Smith has Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in Michigan. Schechter Investment Advisors, LLC is an advisory business headquartered in Birmingham, MI. The firm has offices in three locations and a total of 29 people on staff. It manages $3 billion in total assets among its 2,461 client accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm serves 18 charities and foundations. Of its 2,461 customer accounts, 51% are associated with high-net-worth investors who have at least $1 million in assets available to invest. The company provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. Fees for financial management typically depend on which services are provided. Fee types billed by Schechter Investment Advisors, LLC most likely include some blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Schechter Investment Advisors, LLC Brokerage Details
$2,847,054,175
29
2,461
$1,156,869
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Jordan Smith Work History
Jordan has been registered as a financial advisor for 4 years.*
Kingswood Capital Partners, LLC
Robert Schechter & Associates
Schechter Investment Advisors, LLC
Jordan H Smith, P.L.L.C
Insurable Interests, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jordan Smith 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 Schechter Investment Advisors, LLC
Birmingham, MI
Birmingham, MI
Glendale, CA
Birmingham, MI
Birmingham, MI
Birmingham, MI
Birmingham, MI
Birmingham, MI
The content in this profile was updated by SmartAsset on 4/16/2023. 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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