Patrick Jordan
Patrick Jordan is a registered investment advisor at Commonwealth Financial Network, based in Las Vegas, NV, with 32 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 399,450 clients with $210B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Commonwealth Financial Network offers investment management through various programs like PPS Custom, PPS Select, and PPS Direct. Fees are generally calculated as a percentage of your portfolio, including cash and money market positions. The exact fees vary depending on the specific program and the agreement between you and your advisor.
Commonwealth generally offers two types of fee schedules: blended and breakpoint. With a blended schedule, different portions of your portfolio are charged at different rates. With a breakpoint schedule, the fee rate declines as your portfolio value reaches certain levels. All fees are negotiable between the advisor and client.
Location
7855 W Sunset Road, Suite 150, Las Vegas, NV, 89113
Get directionsHistory
Regulatory History (2)
Customer Dispute
January 2025Customer Dispute
November 1999Other Business ActivitiesSells Insurance
Patrick sells fixed insurance, dedicating minimal time to this activity. He is also the owner of Black Mountain Wealth Management, LLC, DBA Stars & Stripes Financial Services, which facilitates securities, advisory, and insurance business, also taking minimal time.
Employment History
Current Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Commonwealth Financial NetworkBroker
Commonwealth Financial Network
Tricor Advisory Services, LLC
Tricor Financial, LLCBroker
Edward Jones
Edward JonesBroker
Salomon Smith Barney INC.Broker
Painewebber IncorporatedBroker
Dain Bosworth IncorporatedBroker
E-W Investments, INC.Broker
State Registrations8 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.