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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 L Hatfield is an Investment Advisor Representative with The Colony Group, LLC and is registered in Missouri. Jordan's primary office location is in St. Louis, Missouri. Jordan has been in the financial services industry since February 2009. Jordan has a Series 65 license and has passed the Uniform Investment Adviser Law Examination. Jordan has worked for several firms, including Buckingham Strategic Wealth, LLC and Moneta Group Investment Advisors, LLC. Jordan is currently employed by The Colony Group, LLC where Jordan has worked since July 2024. Jordan specializes in providing a wide range of financial services, including financial planning, pension consulting, and portfolio management for individuals, businesses, and pooled investment vehicles. Jordan's experience and expertise make Jordan a valuable asset to The Colony Group, LLC and its clients.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..
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.
Rev. sharing w/ frs and on eligible credit & cash mgmt solutions
1
2
MO
07/03/2024 - Present
THE Colony Group, LLC (ST LOUIS MO)
IA
Issued 09/16/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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