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KJ
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Kevin Jordan

Wedbush Securities INC.
30 Years of Experience
Lake Oswego, OR
1 DisclosureBroker
View SEC Summary
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Kevin Jordan is a registered investment advisor at Wedbush Securities INC., based in Lake Oswego, OR, with 30 years of industry experience. Kevin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, High Net Worth, Insurance Planning, Investment Management, and 1 more. Their firm serves 10,048 clients with $5.7B in assets under management.

Wedbush Securities INC.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
220 advisors
Number of Clients
10,048 clients
Average Client Portfolio
$566K average
Assets Under Management
$5.7B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Minimum Annual Fee:$250
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K3.00%
$250K - $500K2.80%
$500K - $1.0M2.50%
$1.0M - $3.0M1.90%
$3.0M - $5.0M1.60%
$5M+1.60%

Fees for accounts over $5,000,000 are negotiable. Accounts are subject to minimum annual fees ranging from $250 to $1,000 depending on the program.

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

Location

5885 SW Meadows Road, Ste 150, Lake Oswego, OR, 97035

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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
October 2014
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Kevin owns KHABC Properties, an LLC that owns rental properties in Tigard, Oregon, since 2012. He dedicates minimal time to this activity, which is not investment-related.

Employment History
Current Registrations
Wedbush Securities INC.Broker
April 2009 - Present · 17 yrs 6 mos
Wedbush Securities INC.
April 2009 - Present · 17 yrs 6 mos
Previous Registrations
UBS Financial Services INC.
August 2006 - May 2009 · 2 yrs 9 mos
UBS Financial Services INC.Broker
August 2006 - May 2009 · 2 yrs 9 mos
Piper Jaffray & CO.
July 2000 - August 2006 · 6 yrs 1 mo
Piper Jaffray & CO.Broker
June 2000 - August 2006 · 6 yrs 2 mos
U.S. Bancorp Investments, INC.Broker
September 1997 - June 2000 · 2 yrs 9 mos
U.S. Bancorp SecuritiesBroker
September 1996 - September 1997 · 1 yr
Phillips & Company Securities INC.Broker
November 1995 - July 1996 · 8 mos
State Registrations33 states
AKAZCACOCTFLHIIDILINKSKYLAMDMIMNMOMTNCNJNVNYOKORPASCSDTXVAWAWIWVWY
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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