Jordan
Shaw
Wescott Financial Advisory Group LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Jordan Shaw is a certified financial planner based out of Philadelphia, Pennsylvania with 1 year of relevant experience. Shaw is currently employed by Wescott Financial Advisory Group LLC. The advisor has gained experience at Asset Planning Services, LTD, Liberty University, Corning Credit Union, Corning Community College, K-Mart, Twin Tiers Christian Academy and Wescott Financial Advisory Group LLC. Shaw is approved to work in Pennsylvania and Texas. Wescott Financial Advisory Group LLC is a financial advisory business that has its headquarters in Philadelphia, PA. The firm has offices in three locations and a total of 51 financial advisors. It oversees $3 billion in assets under management across its 3,306 customer accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm provides financial advice to 13 charities and foundations. Of its 3,306 client accounts, 69% are associated with high-net-worth individuals who have at least $1 million in assets. The business provides a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Financial advisory fees typically depend on the financial services provided. Fees charged by Wescott Financial Advisory Group LLC can consist of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Wescott Financial Advisory Group LLC Brokerage Details
$3,386,326,881
51
3,306
$1,024,297
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
- Other
Jordan Shaw Work History
Jordan has been registered as a financial advisor for 1 years.*
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
Twin Tiers Christian Academy
K-Mart
Twin Tiers Christian Academy
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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 Wescott Financial Advisory Group LLC
Philadelphia, PA
Philadelphia, PA
Philadelphia, PA
Philadelphia, PA
Philadelphia, PA
Philadelphia, PA
Philadelphia, PA
Philadelphia, PA
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
