Jordan
Crowley

M Holdings Securities, Inc

CRD#6225976
Investment Advisor
in Portland, OR

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About this Advisor

Jordan Crowley is a financial advisor based in Portland, Oregon, working with M Holdings Securities, Inc. Jordan has previously held positions at Maltin Wealth Management, Suntrust Bank, Sports Zone, M Holdings Securities, Inc, Pga Tour Superstore, 2Nd Swing, Desert Mountain Country Club, Alpine Country Club, and Greenberg & Rapp. Jordan has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in New Jersey. Currently, Jordan is part of M Holdings Securities, Inc, which operates out of Portland, Oregon. The firm has 105 offices and 706 employees. The firm manages assets totaling $4.5 billion and serves high-net-worth clients. 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, publication of newsletters, and educational seminars. The fee structure at M Holdings Securities, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65, Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

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, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1125 N.W. Couch St., Ste. 900
Portland, OR 97209

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M Holdings Securities, Inc Brokerage Details

Total Assets Under Management

$4,513,584,910

OR Average: $1,120,203,312
Total Number of Employees

706

OR Average: 50
Total Number of Accounts

9,871

OR Average: 1,309
Average Account Size

$457,257

OR Average: $855,770

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
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Jordan Crowley Work History

2022 - Present (2 years)

M Holdings Securities, Inc

2022 - Present (2 years)

Greenberg & Rapp

2022 - 2022 (< 1 year)

Alpine Country Club

2021 - 2021 (< 1 year)

Pga Tour Superstore

2021 - 2022 (1 year)

2Nd Swing

2021 - 2022 (1 year)

Desert Mountain Country Club

2016 - 2019 (3 years)

Maltin Wealth Management

2015 - 2016 (1 year)

Suntrust Bank

2014 - 2015 (1 year)

Sports Zone

Disclosures

Please visit the SEC profile of Jordan Crowley 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 M Holdings Securities, Inc

Kurt Knoess
Portland, OR
David Clark
Berwyn, PA
Sean Lorenz
Denver, CO
Brian Coleman
Portland, OR
Jordan Crowley
Portland, OR
Robert Fee
Knoxville, TN
Douglas Whitten
Knoxville, TN
Matthew Kasper
Phoenix, AZ

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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