Jordan Weinberg
Jordan Weinberg is a CFP-designated registered investment advisor at Founders Financial Securities, LLC, based in Timonium, MD, with 27 years of industry experience. Jordan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 9,021 clients with $3.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
FFS offers several investment management programs. Fees are determined separately for each account and are negotiable, based on factors like assets under management, account structure, and services provided. Fees are generally a percentage of assets under management and can be charged quarterly or monthly, in advance or arrears.
Independence Advisory accounts typically do not exceed 2.50% annually. The Managed Portfolio Program has a fee of 1.65% annually. FCMS Private Wealth Solutions fees do not exceed 1.70% of the first $1,000,000 and 1.40% thereafter, annually. Nationwide Variable Annuity fees do not exceed 1.50% annually.
Some programs have minimum account balances and additional custodial fees that could result in an effective rate greater than the stated percentage.
Location
9515 Deereco Road, Suite 710, Timonium, MD, 21093
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2025Other Business ActivitiesSells Insurance
Jordan is a representative for fixed products at Evergreen Structure Settlement and a trustee for Parents Life Ins Trust. He is also a board member at Hebrew Free Loan Assoc of Baltimore and the CEO of Weinberg Financial Advisory, where he sells various insurance products and provides financial planning services, dedicating about a quarter of his time.
Employment History
Current Registrations
Founders Financial Securities, LLC
Founders Financial Securities LLCBroker
Previous Registrations
Intersecurities, INC.
Intersecurities, INC.Broker
Mony Securities Corporation
Trusted Securities Advisors CORP.Broker
Mony Securities CorporationBroker
Berkshire Equity Sales, INC.Broker
State Registrations24 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.