Jordan
Durham
Murphy & Sylvest
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About this Advisor
Jordan Durham is a financial advisor working in Dallas, Texas with 7 years of industry experience. Durham is currently employed by Murphy & Sylvest. Over the course of their career, they have held roles at Murphy & Sylvest and Lonestar Valet. Durham maintains a Series 65 license, designating them as an investment advisor representative, and is able to operate in Texas. Murphy & Sylvest is a financial advisory firm based out of Dallas, TX. The firm has a total of nine financial advisors. It manages $163 million in assets under management between its 547 accounts, placing it among the mid-sized firms in the United States by assets under management. The firm serves one charitable organizations. Of its 547 accounts, 30% are held by high-net-worth clients who have more than $1 million in investable assets. The company offers a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters and educational seminars. Fees for financial management typically are based on the type of services. However, fee types billed by Murphy & Sylvest can be comprised of asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Murphy & Sylvest Brokerage Details
$163,250,408
9
547
$298,447
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Jordan Durham Work History
Jordan has been registered as a financial advisor for 7 years.*
Murphy & Sylvest
Murphy & Sylvest
Lonestar Valet
*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 Durham 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 Murphy & Sylvest
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
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.
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