Jordan
Mcfarland
Chapwood Capital Investment Management, LLC
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About this Advisor
Jordan Mcfarland is a financial advisor based in Plano, Texas, working with Chapwood Capital Investment Management, LLC. Jordan has previously held positions at Purshe Kaplan Sterling Investments, Thrivent Adviser Network D/B/A 49 Financial, Waterloo High School, University Of The Incarnate Word, Gilbault High School, University Of Arkansas, Missouri State University, Chapwood Investments, LLC, Bv Securities, and Chapwood Capital Investment Management, LLC. Jordan has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Texas. Currently, Jordan is part of Chapwood Capital Investment Management, LLC, which operates out of Plano, Texas. The firm has 5 employees and manages assets totaling $277.8 million. The firm serves high-net-worth clients and offers services including portfolio management for individuals and small businesses, as well as the selection of other advisers. The fee structure at Chapwood Capital Investment Management, LLC includes asset-based and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Chapwood Capital Investment Management, LLC Brokerage Details
$277,824,194
5
370
$750,876
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Jordan Mcfarland Work History
Chapwood Capital Investment Management, LLC
Chapwood Investments, LLC
Bv Securities
Purshe Kaplan Sterling Investments
Thrivent Adviser Network D/B/A 49 Financial
University Of The Incarnate Word
Missouri State University
University Of Arkansas
Waterloo High School
Gilbault High School
Disclosures
Please visit the SEC profile of Jordan Mcfarland 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 Chapwood Capital Investment Management, LLC
Plano, TX
Plano, TX
Plano, TX
Plano, TX
Plano, TX
Plano, TX
Plano, TX
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