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Jordan Scott Watson

Tandem Investment Advisors Inc.

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About Jordan Scott Watson

Jordan Scott Watson is an Investment Advisor Representative for Tandem Investment Advisors Inc. Jordan has been with Tandem Investment Advisors Inc. since November 2019. Jordan holds a Series 65 license and has been in the industry since June 2018. Jordan is a Chartered Financial Analyst. Tandem Investment Advisors Inc. is a firm with offices in Charleston, SC.

Firm Information

Jordan Watson is currently registered with Tandem Investment Advisors Inc.. Tandem Investment Advisors Inc. is an investment advisor headquartered in Charleston, SC. The firm provides portfolio management services for individuals, businesses, investment companies, and other investment advisors. They specialize in UMA model provider services and manage approximately $3.24 billion in assets.
Tandem Investment Advisors Inc.

145 KING STREET

CHARLESTON, SC 29401-2229

$3.24B

Assets Under Management

Not reported

Total Clients

8

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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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 management for investment companies

Strategic management for diversified investment portfolios.

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uma model provider

Uma model provider

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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Jordan Watson’s Registration & Firm History

SC

11/21/2019 - Present

Tandem Investment Advisors Inc. (CHARLESTON SC)

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Licenses & Designations

IA

Issued 04/19/2019

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jordan Scott Watson.
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