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Jordan David Fischer

Regal Investment Advisors LLC

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About Jordan David Fischer

Jordan Fischer is a financial advisor with Regal Investment Advisors LLC, located in Kentwood, MI. Jordan has been in the financial industry since 2017 and holds the Series 66, Series 7, Series 24 and Series 99TO licenses. Jordan is also a Certified Financial Planner. Prior to joining Regal Investment Advisors, Jordan worked at NYLIFE Securities LLC and Principal Securities, Inc.

Firm Information

Jordan Fischer is currently registered with Regal Investment Advisors LLC. Regal Investment Advisors LLC is an investment advisor with offices in KENTWOOD, MI. The firm manages $2,550,489,630 in regulatory assets under management. They provide financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. The firm has 94 licensed agents, 117 investment advisor representatives, 77 registered representatives, and 117 investment advisory functions. They work with individuals, high-net-worth individuals, corporations or other businesses, pension and profit-sharing plans, charitable organizations, and individuals other than high-net-worth. They also participate in wrap fee programs.
Regal Investment Advisors LLC

2687 44TH STREET SE

KENTWOOD, MI 49512

$2.55B

Assets Under Management

73

Total Clients

118

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.

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financial planning services

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

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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other

Third party fees

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Jordan Fischer’s Registration & Firm History

MI

09/08/2020 - Present

Regal Investment Advisors LLC (KENTWOOD MI)

MI

09/20/2017 - 11/02/2018

NYLIFE SECURITIES LLC (GRAND RAPIDS MI)

MI

07/21/2016 - 11/28/2016

PRINCIPAL SECURITIES, INC. (Lansing MI)

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Licenses & Designations

BOTH

Issued 08/17/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/13/2019

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/21/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Jordan David Fischer. Review regulatory record here.
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