Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jordan? Claim Your ProfileJordan Bales is an Investment Advisor Representative with Cerity Partners LLC, based in Louisville, Kentucky. Jordan is also a registered Investment Advisor in Kentucky. Jordan has been in the financial industry since April 2022, and specializes in providing investment advice to individuals, corporations, charitable organizations, pension and profit-sharing plans, pooled investment vehicles, and other investment advisors.
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.
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 services; bill pay
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.
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KY
05/10/2023 - Present
Cerity Partners LLC (Louisville KY)
IA
Issued 07/16/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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