Kenneth
Jordan

Investment Research Corp

CRD#1215625
Investment Advisor
in Eatontown, NJ

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About this Advisor

Kenneth Jordan is a chartered financial consultant who works in Eatontown, New Jersey with a total of 5 years of relevant experience. Jordan is an advisor for Investment Research Corp. Throughout their career, they have worked at Foresters Equity, World Capital Brokerage, Inc and Investment Research Corporartion. Jordan is approved to advise clients in New Jersey. Investment Research Corp is a financial advisory firm headquartered in Denver, CO. It controls $44 million in total assets among its 117 client accounts, placing it among the smaller investment advisory firms in the nation by assets under management. Of its 117 accounts, just 3% are associated with high-net-worth investors who have at least $1 million in investable assets. Investment Research Corp performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors usually vary depending on which services the firm provides the client. However, fees charged by Investment Research Corp most likely are comprised of some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Chartered Financial Consultant

Years Registered*

5 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

788 Shrewsbury Ave Suite 2205
Eatontown, NJ 07724

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Investment Research Corp Brokerage Details

Total Assets Under Management

$43,527,085

NJ Average: $2,349,664,866
Total Number of Employees

18

NJ Average: 28
Total Number of Accounts

117

NJ Average: 1,101
Average Account Size

$372,026

NJ Average: $2,134,119

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Kenneth Jordan Work History

Kenneth has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

World Capital Brokerage, Inc

2018 - Present (6 years)

Investment Research Corporartion

2015 - 2017 (2 years)

Foresters Equity

*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 Kenneth 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 Investment Research Corp

Kenneth Jordan
Eatontown, NJ
Andrew Pravlik
Sammamish, WA
Todd Smith
Denver, CO
Michael Summers
York, PA
Brian Regan
Pittsburgh, PA
Jason Anderson
Denver, CO
Paul Foster
Denver, CO
Wayne Corcoran
Carlsbad, CA

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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