Savana
Jordan

Florida Financial Advisors, LLC

CRD#7811627
Investment Advisor
in Charlotte, NC

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About this Advisor

Savana Jordan is a financial advisor based in Charlotte, North Carolina, working with Florida Financial Advisors, LLC. Savana has previously held positions at Florida Financial Advisors Dba Tristate Financial Advisors, Uber Freight, Dicks Sporting Goods, University Of South Carolina, Freedom High School, Trinity Wealth Securities, LLC, and Bottle Cap Group. Savana has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Florida and North Carolina. Currently, Savana is part of Florida Financial Advisors, LLC, which operates out of Charlotte, North Carolina. The firm has 10 offices and 310 employees. The firm manages assets totaling $199.0 million and serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Florida Financial Advisors, LLC includes asset-based, fixed, and other fees.

Certifications and Registrations

Series 65, Series 63

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

207 Regency Executive Park Drive Suite 170
Charlotte, NC 28217

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Florida Financial Advisors, LLC Brokerage Details

Total Assets Under Management

$199,000,000

NC Average: $1,855,561,029
Total Number of Employees

310

NC Average: 62
Total Number of Accounts

1,371

NC Average: 2,474
Average Account Size

$145,150

NC Average: $750,025

Investment Advisory Services

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

Savana Jordan Work History

2024 - Present (0 year)

Bottle Cap Group

2023 - Present (1 year)

Florida Financial Advisors Dba Tristate Financial Advisors

2023 - Present (1 year)

Trinity Wealth Securities, LLC

2022 - 2023 (1 year)

Uber Freight

2021 - 2022 (1 year)

Dicks Sporting Goods

2020 - 2021 (1 year)

Dicks Sporting Goods

2018 - 2020 (2 years)

University Of South Carolina

2014 - 2018 (4 years)

Freedom High School

Disclosures

Please visit the SEC profile of Savana 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 Florida Financial Advisors, LLC

William Kleinert
Tampa, FL
John Edie
Atlanta, GA
Samuel Lees
Philadelphia, PA
William Feijoo
Miami, FL
Joseph Perrone
Tampa, FL
Logan Blackley
Atlanta, GA
Daniel Raps-Huffman
Atlanta, GA
Adam Granville
Atlanta, GA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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