Edward
Jordan

Morgan Stanley

CRD#2814292
Investment Advisor
in Albuquerque, NM

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About this Advisor

Edward Jordan is an advisor located in Albuquerque, New Mexico. Currently a registered advisor with Morgan Stanley, they have accrued 19 years of work experience in the financial advisory industry. Jordan maintains Series 63 and Series 66 licenses, certifying the advisor as a securities broker. Jordan is registered to act as an advisor based out of New Mexico and Texas. Throughout their career, they have worked at Wells Fargo Advisors LLC, Wells Fargo Investments, LLC, Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Morgan Stanley is headquartered in Albuquerque, New Mexico, and operates out of 726 additional offices in the country. Overall, Morgan Stanley oversees $904 billion in assets throughout 1,863,328 client accounts and employs more than 25,600 people. The firm's total assets under management places it among the biggest investment advisory firms in the country. The firm manages 1,273,068 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 1% of the advisor firm's clients are high-net-worth individuals, meaning they have over $1 million in assets. Morgan Stanley offers financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. The firm's fees may include asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

19 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, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees, Commissions, Others

Disclosures

Yes

Office Location

6565 America'S Parkway Ne Ste 400
Albuquerque, NM 87110

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Morgan Stanley Brokerage Details

Total Assets Under Management

$904,300,848,179

NM Average: $7,464,549,021
Total Number of Employees

25,600

NM Average: 88
Total Number of Accounts

1,863,328

NM Average: 3,892
Average Account Size

$485,315

NM Average: $1,917,921

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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
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Edward Jordan Work History

Edward has 19 years of experience.

2015 - Present (6 years)

Morgan Stanley Private Bank, National Association

2012 - Present (9 years)

Morgan Stanley Smith Barney

2011 - 2012 (1 year)

Wells Fargo Advisors LLC

2001 - 2011 (10 years)

Wells Fargo Investments, LLC

Disclosures

Edward Jordan has disclosures.

Please visit their SEC profile for more details.

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This content was compiled from the SEC and FINRA.

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