Jordan
Fee
Allium Financial Advisors, LLC
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About this Advisor
Jordan Fee is a financial advisor based in Lake Oswego, Oregon, working with Allium Financial Advisors, LLC. Jordan has previously held positions at The Vanguard Group Inc, Work Unlimited Inc, Rise Services Inc, Associated Students Of Oregon State University, Kaady Car Wash, Oregon State University, West Albany High School, and Allium Financial Advisors, LLC. Jordan has passed the Series 66 regulatory exam and is registered to provide services in California, Oregon, Texas, and Washington. Currently, Jordan is part of Allium Financial Advisors, LLC, which operates out of Lake Oswego, Oregon. The firm has 9 employees and manages assets totaling $558.2 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, and pension consulting services. The fee structure at Allium Financial Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Allium Financial Advisors, LLC Brokerage Details
$558,157,158
9
763
$731,530
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Jordan Fee Work History
Allium Financial Advisors, LLC
The Vanguard Group Inc
Work Unlimited Inc
Rise Services Inc
Associated Students Of Oregon State University
Kaady Car Wash
Oregon State University
West Albany High School
Disclosures
Please visit the SEC profile of Jordan Fee 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 Allium Financial Advisors, LLC
Lake Oswego, OR
Lake Oswego, OR
Lake Oswego, OR
Lake Oswego, OR
Lake Oswego, OR
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