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Jordan Michael Whitledge

Donaldson Capital Management LLC

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About Jordan Michael Whitledge

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.

Firm Information

Jordan Whitledge is currently registered with Donaldson Capital Management LLC. Donaldson Capital Management LLC is an investment advisor based in Evansville, Indiana. They manage over $2.6 billion in assets for a variety of clients, including individuals, charitable organizations, corporations, insurance companies, and pension funds. They offer a range of services including portfolio management, financial planning, and pension consulting. They also publish periodicals and conduct educational seminars. They are a wrap fee program participant.
Donaldson Capital Management LLC

20 NORTHWEST FIRST STREET

EVANSVILLE, IN 47708

$2.68B

Assets Under Management

4

Total Clients

37

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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.

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portfolio and investment consultation services.

Portfolio and investment consultation services.

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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percentage of assets

A percentage of the total value of assets under management is charged.

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other

A percentage of fees under management

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Jordan Whitledge’s Registration & Firm History

IN

10/04/2022 - Present

Donaldson Capital Management LLC (EVANSVILLE IN)

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Licenses & Designations

IA

Issued 10/04/2022

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jordan Michael Whitledge.
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