Roy Jordan
Roy Jordan is a CFP-designated registered investment advisor at Northwestern Mutual Investment Services,llc, based in Nashville, TN, with 35 years of industry experience. Roy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 1 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
NMIS does not manage accounts directly for individual clients. NMIS provides referral services to other investment advisors and fixed income advice to other investment advisors.
Location
1600 DIVISION ST Ste 400, Nashville, TN, 37203
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Roy may earn commissions from insurance companies for sales of non-variable life, health, annuity, and/or disability income insurance products. Roy also serves as an advisory board member for Goodwill, owns a 25% stake in Bluefish LLC (investment property), and has ownership stakes in JSB2021 LLC and RJBB, LLC, both legal entities receiving compensation.
Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Previous Registrations
Robert W. Baird & CO. IncorporatedBroker
State Registrations26 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.