Jordan
Arnold
Instrumental Wealth, LLC
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About this Advisor
Jordan Arnold is a financial advisor based in Tampa, Florida with 2 years of relevant experience. Arnold is currently employed by Instrumental Wealth, LLC. Over the course of their career, they have held roles at University Of Central Florida, Cedric Powell, Northwestern Mutual Investment Services LLC, Northwestern Mutual Wealth Management Company, Northwestern Mutual Life Insurance Co and Instrumental Wealth LLC. Arnold holds Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative, and is able to work in Florida. Instrumental Wealth, LLC is a company headquartered in Tampa, FL. It has a total of nine employees. It manages $282 million in total assets between its 1,749 accounts, placing it among the mid-sized firms in the country by assets under management. The firm advises one charitable organizations. Of its 1,749 customer accounts, just 5% are held by high-net-worth investors who have more than $1 million in assets. Instrumental Wealth, LLC performs a set of services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial management fee schedules typically depend on which services the firm provides the client. However, fee types charged by Instrumental Wealth, LLC most likely consist of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Instrumental Wealth, LLC Brokerage Details
$282,055,866
9
1,749
$161,267
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Jordan Arnold Work History
Jordan has been registered as a financial advisor for 2 years.*
Instrumental Wealth LLC
Northwestern Mutual Life Insurance Co
Northwestern Mutual Wealth Management Company
Northwestern Mutual Wealth Management Company
Northwestern Mutual Investment Services LLC
Cedric Powell
Northwestern Mutual Investment Services LLC
University Of Central Florida
*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 Arnold 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 Instrumental Wealth, LLC
Tampa, FL
Tampa, FL
Concord, NC
Tampa, FL
Tampa, FL
Tampa, FL
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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