Jordan
Crowley
M Holdings Securities, Inc
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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
Services Offered
Fee Structure
Office Location
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M Holdings Securities, Inc Brokerage Details
$4,513,584,910
706
9,871
$457,257
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
M Holdings Securities, Inc
Greenberg & Rapp
Alpine Country Club
Pga Tour Superstore
2Nd Swing
Desert Mountain Country Club
Maltin Wealth Management
Suntrust Bank
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.
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Portland, OR
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