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Jordan Ford

Financial Insights

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About Jordan Ford

Jordan Ford is an Investment Advisor Representative associated with Financial Insights. Jordan is a registered Investment Advisor in the state of Washington. Jordan is based in Tacoma, WA. Financial Insights has been providing financial advice and planning for over 10 years. The firm provides financial planning, portfolio management for individuals and businesses, and educational seminars. Financial Insights primarily serves high-net-worth individuals, charitable organizations, and individuals other than high-net-worth. They do not manage assets for pooled investment vehicles or investment companies. Financial Insights charges fees based on a percentage of assets and on an hourly basis.

Firm Information

Jordan Ford is currently registered with Financial Insights. Financial Insights, based in Tacoma, WA, is an investment advisor with over $789 million in assets under management. The firm specializes in financial planning, pension consulting, and portfolio management for individuals, businesses, and charitable organizations. They offer educational seminars and assist clients in selecting other advisors.
Financial Insights

1551 BROADWAY

TACOMA, WA 98402

$789.09M

Assets Under Management

Not reported

Total Clients

7

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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percentage of assets

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

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Jordan Ford’s Registration & Firm History

WA

08/03/2024 - Present

Financial Insights (TACOMA WA)

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Licenses & Designations

IA

Issued 08/02/2024

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jordan Ford.
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