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
Years of Experience
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Morgan Stanley Brokerage Details
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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
Edward Jordan Work History
Edward has 19 years of experience.
Morgan Stanley Private Bank, National Association
Morgan Stanley Smith Barney
Wells Fargo Advisors LLC
Wells Fargo Investments, LLC
Edward Jordan has disclosures.
Please visit their SEC profile for more details.
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