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CFP
JW
CFP

Jordan Weinberg

Founders Financial Securities, LLC
27 Years of Experience
Timonium, MD
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

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 is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Business Owners, Corporate Executives, Education Planning, and 8 more. Their firm serves 9,870 clients with $4.1B in assets under management.

Founders Financial Securities, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
117 advisors
Number of Clients
9,870 clients
Average Client Portfolio
$419K average
Assets Under Management
$4.1B

Fee Structure

Minimum Investment:$5K
Investment management only (planning not offered)
Minimum Annual Fee:$125
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.70%
$1M+1.40%

Fees vary by program and are negotiable. Maximum rates reach up to 2.75% depending on the specific program selected. The schedule reflects Private Wealth Solutions tiers; other programs charge flat percentage rates up to 2.75%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

9515 Deereco Road, Suite 710, Timonium, MD, 21093

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2025
Settled
View Full SEC ReportHow to Read Disclosures
Other 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
September 2006 - Present · 20 yrs 1 mo
Founders Financial Securities LLCBroker
September 2006 - Present · 20 yrs 1 mo
Previous Registrations
Intersecurities, INC.
June 2005 - September 2006 · 1 yr 3 mos
Intersecurities, INC.Broker
May 2005 - September 2006 · 1 yr 4 mos
Mony Securities Corporation
December 2002 - May 2005 · 2 yrs 5 mos
Trusted Securities Advisors CORP.Broker
January 2002 - December 2003 · 1 yr 11 mos
Mony Securities CorporationBroker
December 2000 - May 2005 · 4 yrs 5 mos
Berkshire Equity Sales, INC.Broker
February 1999 - December 2000 · 1 yr 10 mos
State Registrations24 states
AZCACOCTDCDEFLGAILKSMDMEMINCNJOHORPARISCTXVAWIWY
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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