Unclaimed
Jordan Douglas Hanson is an Investment Advisor Representative with Ritholtz Wealth Management. Jordan is registered with the state of California and has been in the industry since June 2015. Jordan holds a Series 65 license and is a Certified Financial Planner. Jordan has experience working with both high-net-worth individuals and pension and profit-sharing plans. Ritholtz Wealth Management provides a variety of financial planning and investment management services. Jordan and the firm have a long history of working with individuals and families to help them achieve their financial goals.
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.
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.
Good advice; liftoff - automated advisory services
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.
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NY
02/01/2024 - Present
Ritholtz Wealth Management (NEW YORK NY)
IA
Issued 04/25/2016
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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