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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Lovett Jordan is an Investment Advisor Representative at Corient, registered with the state of Georgia and Texas. Charles has been in the industry since 2000, and has experience with Corient, CI Brightworth Private Wealth, and CIPW Service Company, LLC. Charles is a Certified Financial Planner and holds the Series 7 and Series 65 licenses. Charles specializes in providing financial advice and portfolio management services to individuals, high net worth individuals, corporations, charitable organizations, pension and profit sharing plans, pooled investment vehicles, and other trusts and PPLI.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
% of assets under advisement
1
2
GA
10/11/2022 - Present
Corient (ATLANTA GA)
AZ
01/02/2002 - 07/05/2002
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
MN
06/14/2000 - 11/26/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
06/14/2000 - 11/26/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 08/28/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/13/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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