Jeffrey Jordan
Jeffrey Jordan is a CFP-designated registered investment advisor at Processus Wealth & Capital Management, LLC, based in Franklin, TN, with 24 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 57 clients with $250M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $5.0M | 1.00% |
| $5M+ | 0.60% |
Fees are negotiable based on client type, complexity, potential for additional deposits, and relationship with the advisor.
Fee Estimator
Location
Franklin, TN
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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 →Employment History
Current Registrations
Processus Wealth & Capital Management, LLC
Previous Registrations
UBS Financial Services INC.
Suntrust Investment Services, INC.
Southtrust Securities, INC.
State Registrations2 states
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