Terry Jordan
Terry Jordan is a registered investment advisor at Osaic Wealth, INC., based in Holland, MI, with 29 years of industry experience. Terry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
421 136th Ave, Holland, MI, 49424
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2025Other Business ActivitiesSells Insurance
Terry is involved in several business activities, including fixed insurance sales, serving as president of an LLC, and working as a licensed agent for Jordan Financial & Associates selling various insurance products. He also provides financial guidance as a Certified Financial Fiduciary and educates small business owners on retirement plans.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Sunset Financial Services, INC.Broker
Fifth Third Securities, INC.Broker
Old Kent Financial AdvisorsBroker
The Huntington Investment CompanyBroker
Fmb Investment ServicesBroker
State Registrations6 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.