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Jordan Howard Smith

Schechter Investment Advisors, LLC

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About Jordan Howard Smith

Jordan Howard Smith is a registered investment advisor representative with Schechter Investment Advisors, LLC. Jordan holds a Series 65 and Series 63 license and a Series 7TO and SIE. Jordan has over 15 years of experience in the financial services industry. Jordan specializes in providing financial planning and portfolio management services to individuals, families, and businesses. Jordan is also a licensed attorney and has a strong background in tax and estate planning. Jordan is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals.

Firm Information

Jordan Smith is currently registered with Schechter Investment Advisors, LLC. Schechter Investment Advisors, LLC is a Birmingham, MI-based registered investment advisor with over $3.3 billion in regulatory assets under management. The firm provides financial planning, portfolio management for individuals and businesses, and selection of other advisors. They cater to a variety of client types, including high-net-worth individuals, corporations, charitable organizations, and individuals other than high-net-worth.
Schechter Investment Advisors, LLC

111 E. MERRILL STREET

BIRMINGHAM, MI 48009

$3.35B

Assets Under Management

782

Total Clients

16

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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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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Jordan Smith’s Registration & Firm History

MI

03/11/2019 - Present

Schechter Investment Advisors, LLC (BIRMINGHAM MI)

MI

08/29/2022 - 09/15/2022

KINGSWOOD CAPITAL PARTNERS, LLC (Birmingham MI)

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Licenses & Designations

BC

Issued 08/29/2022

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 03/11/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/29/2022

Series 7TO - General Securities Representative Examination

BC

Issued 08/29/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jordan Howard Smith.
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