Jordan
Shaw
Hixon Zuercher Capital Management
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About this Advisor
Jordan Shaw is a financial advisor based in Findlay, Ohio, working with Hixon Zuercher Capital Management. Jordan has previously held positions at Asset Planning Services, LTD, Liberty University, Corning Credit Union, Corning Community College, K-Mart, Wescott Financial Advisory Group LLC, and Hixon Zuercher, LLC. Jordan is registered to provide services in Ohio and Texas. Currently, Jordan is part of Hixon Zuercher Capital Management, which operates out of Findlay, Ohio. The firm has 11 employees and manages assets totaling $345.1 million. The firm serves a variety of clients, including charitable organizations and 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, selection of other advisers, educational seminars, and other services. The fee structure at Hixon Zuercher Capital Management includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Hixon Zuercher Capital Management Brokerage Details
$345,116,066
11
1,388
$248,643
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
- Educational seminars/workshops
- Other
Jordan Shaw Work History
Hixon Zuercher, LLC
Wescott Financial Advisory Group LLC
Asset Planning Services, LTD
Liberty University
Asset Planning Services, LTD
Liberty University
Corning Credit Union
Corning Community College
Corning Credit Union
Corning Community College
K-Mart
Disclosures
Please visit the SEC profile of Jordan Shaw 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 Hixon Zuercher Capital Management
Findlay, OH
Findlay, OH
Findlay, OH
Findlay, OH
Findlay, OH
Findlay, OH
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