Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jordan? Claim Your ProfileJordan Helmker is a registered investment advisor representative at Trifound Advisory LLC. Jordan has a background in financial services, most recently with Modern Wealth Management. Prior to that, Jordan held positions at C2FO and Yellow Logistics. Jordan earned the Series 65 Uniform Investment Adviser Law Examination in April 2024. Jordan is currently registered with the state regulators of Alabama, Florida, Illinois, Michigan, New Jersey and Tennessee. Trifound Advisory LLC provides financial planning and portfolio management services for individuals and charitable organizations.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
A percentage of assets under advisement
1
2
MI
10/07/2024 - Present
Trifound Advisory LLC (COMMERCE TOWNSHIP MI)
Active
Inactive
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