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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jordan? Claim Your ProfileJordan Isquith is an Investment Advisor Representative at Captrust. Jordan has been in the industry for 1 year and is licensed to provide investment advice in Arizona. Jordan holds the Series 65 license and has a background in finance and business. Prior to joining Captrust, Jordan worked in various roles, including at Arizona State University, USA Baseball, and Sun Devil Athletics. Jordan has a passion for helping clients reach their financial goals and is dedicated to providing personalized investment advice.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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AZ
10/16/2023 - Present
Captrust (Phoenix AZ)
IA
Issued 08/29/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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