Unclaimed
Jordan Michael Whitledge is an investment advisor representative with Donaldson Capital Management LLC. Jordan is a Series 65 licensed investment advisor representative registered with the state of Indiana. Jordan has been in the financial services industry since July 2014 and has experience working with various clients including high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations, and individuals. Donaldson Capital Management LLC provides a variety of services including financial planning, portfolio management for individuals, businesses, and pooled investment vehicles.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Portfolio and investment consultation services.
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 fees under management
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IN
10/04/2022 - Present
Donaldson Capital Management LLC (EVANSVILLE IN)
IA
Issued 10/04/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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