Colby
Jordan
Lake Street Advisors
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About this Advisor
Colby Jordan is a financial advisor who works in Portsmouth, New Hampshire with 1 year of industry experience. Jordan works at Lake Street Advisors. During their career, the advisor has held roles at Lake Street Advisors, Orbit Group LLC (Formely Hitchcock Management), E-Builder, B2W Software, Borealis Ventures and Newforma Inc. Jordan maintains a Series 65 license, certifying them as an investment advisor representative, and is registered to advise clients in Massachusetts and New Hampshire. Lake Street Advisors is a financial advisory business based in Portsmouth, NH. It has a total of 43 financial advisors. It manages $3 billion in total assets across its 1,862 customer accounts, making it one of the largest firms in the nation by assets under management. Of its 1,862 customer accounts, 99% belong to high-net-worth individuals who have more than $1 million in assets available to invest. The firm provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees for financial management are based on which services are offered. Fee types charged by Lake Street Advisors most likely consist of some blend of asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lake Street Advisors Brokerage Details
$2,888,383,638
43
1,862
$1,551,226
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Colby Jordan Work History
Colby has been registered as a financial advisor for 1 years.*
Lake Street Advisors
Orbit Group LLC (Formely Hitchcock Management)
E-Builder
B2W Software
Borealis Ventures
Newforma Inc
*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 Colby Jordan 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 Lake Street Advisors
Portsmouth, NH
Portsmouth, NH
Portsmouth, NH
Portsmouth, NH
Portsmouth, NH
Portsmouth, NH
Portsmouth, NH
Boston, MA
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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