linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Jordan Ross Vanoort

XML Financial Group

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jordan? Claim Your Profile

About Jordan Ross Vanoort

Jordan Vanoort is a financial advisor with XML Financial Group. Jordan has been in the financial industry for over 15 years. Jordan is a Certified Financial Planner (CFP) and a Chartered Financial Analyst (CFA). Jordan provides financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management services for individuals and businesses.

Firm Information

Jordan Vanoort is currently registered with XML Financial Group. XML Financial Group is an independent financial advisory firm headquartered in Bethesda, MD. They provide a variety of services, including financial planning, pension consulting, and portfolio management for individuals, businesses, and institutions. The firm manages over $2.7 billion in assets for a diverse client base, including individuals, corporations, charitable organizations, and pension plans. They are registered with the Securities and Exchange Commission (SEC) and participate in wrap fee programs.
XML Financial Group

6901 ROCKLEDGE DRIVE

BETHESDA, MD 20817

$2.75B

Assets Under Management

34

Total Clients

29

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jordan Vanoort’s Registration & Firm History

MD

09/01/2021 - Present

XML Financial Group (BETHESDA MD)

MD

04/18/2008 - 09/07/2021

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (BETHESDA MD)

MD

02/26/2007 - 04/18/2008

WACHOVIA SECURITIES, LLC (BETHESDA MD)

Not sure if Jordan Ross Vanoort is right for you?

Licenses & Designations

BOTH

Issued 06/28/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/22/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jordan Ross Vanoort.
Not sure if Jordan Ross Vanoort is right for you?