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Paul Jordan

Edelman Financial Engines
32 Years of Experience
Fairfax, VA
View SEC Summary
View SEC Summary

Paul Jordan is a CFP-designated registered investment advisor at Edelman Financial Engines, based in Fairfax, VA, with 32 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,244,406 clients with $330B in assets under management.

Edelman Financial Engines
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
722 advisors
Number of Clients
1,244,406 clients
Average Client Portfolio
$262K average
Assets Under Management
$326.3B

Fee Structure

Minimum Investment:$5K
Investment management only (planning not offered)
Minimum Annual Fee:$900
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $400K1.75%
$400K - $750K1.25%
$750K - $1.0M1.00%
$1.0M - $3.0M0.75%
$3.0M - $10.0M0.60%
$10.0M - $25.0M0.50%
$25M+0.50%

Fees for amounts over $25 million are negotiable.

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

Location

4000 Legato Road, 8th Floor, Fairfax, VA, 22033

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Edelman Financial Engines
November 2018 - Present · 7 yrs 11 mos
Previous Registrations
Ef Legacy Securities, LLCBroker
April 2016 - October 2018 · 2 yrs 6 mos
Edelman Financial Services, LLC
July 2009 - November 2018 · 9 yrs 4 mos
Sanders Morris Harris LLCBroker
October 2008 - April 2016 · 7 yrs 6 mos
Edelman Financial Advisors LLC
February 2008 - July 2009 · 1 yr 5 mos
Smh Capital INC.Broker
December 2007 - February 2008 · 2 mos
Edelman Financial Services LLC
December 2007 - February 2008 · 2 mos
Suntrust Investment Services, INC.
November 2001 - October 2007 · 5 yrs 11 mos
Suntrust Investment Services, INC.Broker
November 2001 - October 2007 · 5 yrs 11 mos
Quick & Reilly, INC.Broker
September 2000 - November 2001 · 1 yr 2 mos
First Union Brokerage Services, INC.Broker
January 2000 - September 2000 · 8 mos
Quick & Reilly, INC.Broker
March 1995 - January 2000 · 4 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 1993 - March 1995 · 1 yr 6 mos
State Registrations2 states
TXVA
Advisor

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Exams
No exam information available for this advisor.
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