Jordan
Bradford
Burkholder Wealth Management
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About this Advisor
Jordan Bradford is a financial advisor based in Tulsa, Oklahoma, working with Burkholder Wealth Management. Jordan has previously held positions at Federated Bank, Citizens For Rauner, Inc, Money Concepts Capital Corp, The Tranel Financial Group, and Burkholder Wealth Management. Jordan has passed the Series 66 regulatory exam and is registered to provide services in Oklahoma and Texas. Currently, Jordan is part of Burkholder Wealth Management, which operates out of Tulsa, Oklahoma. The firm has 5 employees and manages assets totaling $144.0 million. The firm 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, pension consulting services, and other services. The fee structure at Burkholder Wealth Management includes asset-based and hourly fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Burkholder Wealth Management Brokerage Details
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$144,000,000
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5
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165
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$872,727
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
Jordan Bradford Work History
Burkholder Wealth Management
Money Concepts Capital Corp
The Tranel Financial Group
Citizens For Rauner, Inc
Federated Bank
Disclosures
Please visit the SEC profile of Jordan Bradford 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 Burkholder Wealth Management
Tulsa, OK
Tulsa, OK
Tulsa, OK
Tulsa, OK
Broken Arrow, OK
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