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Stephen Gregory Jordan

Alchemi Wealth, LLC

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About Stephen Gregory Jordan

Stephen Gregory Jordan is a licensed investment advisor representative in Connecticut. Stephen Jordan currently works for Alchemi Wealth, LLC where Stephen Jordan has worked since September 2023. Stephen Jordan is a licensed insurance agent in addition to being an investment advisor representative. Stephen Jordan's specializations include providing financial planning and portfolio management services for individuals and businesses. Stephen Jordan has been in the financial services industry for over 8 years.

Firm Information

Stephen Jordan is currently registered with Alchemi Wealth, LLC. Alchemi Wealth, LLC is an investment advisor headquartered in Essex, CT. With 6 licensed agents, the firm manages approximately $209,334,679 in regulatory assets under management (RAUM). Alchemi Wealth, LLC specializes in providing financial planning and portfolio management services for individuals, businesses, and pooled investment vehicles. They primarily serve individuals other than high-net-worth, investment companies, and state or municipal government entities.
Alchemi Wealth, LLC

35 PRATT STREET

ESSEX, CT 06426

$209.33M

Assets Under Management

Not reported

Total Clients

5

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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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.

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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Stephen Jordan’s Registration & Firm History

CT

09/13/2023 - Present

Alchemi Wealth, LLC (ESSEX CT)

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Licenses & Designations

IA

Issued 11/23/2021

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Stephen Gregory Jordan.
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