linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

David Charles Jordan

Trail Ridge Investment Advisors, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you David? Claim Your Profile

About David Charles Jordan

David Charles Jordan is a Registered Investment Advisor (IA) and Chartered Financial Analyst (CFA) who has been active in the industry since 2014. David currently works for Trail Ridge Investment Advisors, LLC in Fort Collins, Colorado. David previously worked at Wells Fargo Private Bank in Walnut Creek, California. David has experience providing financial planning and portfolio management for individuals and businesses. David Jordan is a Board of Trustees for the University of Colorado Foundation and an Investment Committee member of Fort Lewis College.

Firm Information

David Jordan is currently registered with Trail Ridge Investment Advisors, LLC. Trail Ridge Investment Advisors, LLC is an investment advisor based in Fort Collins, CO with approximately $249.9 million in regulatory assets under management. The firm provides financial planning and portfolio management services to individuals, corporations, insurance companies, and charitable organizations. They specialize in working with high-net-worth individuals and businesses.
Trail Ridge Investment Advisors, LLC

2020 CARIBOU DRIVE

FORT COLLINS, CO 80525

$249.93M

Assets Under Management

21

Total Clients

8

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

Financial planning subscription fees

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

David Jordan’s Registration & Firm History

CO

04/26/2018 - Present

Trail Ridge Investment Advisors, LLC (FORT COLLINS CO)

Not sure if David Charles Jordan is right for you?

Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Charles Jordan.
Not sure if David Charles Jordan is right for you?