EJ
EJ
Edward Jordan
29 Years of Experience
Albuquerque, NM
3 DisclosuresBroker
Edward Jordan is a registered investment advisor at Morgan Stanley, based in Albuquerque, NM, with 29 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B
Fee Structure
Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location
6565 Americas Parkway, Suite 400, Albuquerque, NM, 87110
Get directionsHistory
Regulatory History (3)
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Customer Dispute
September 2013Denied
Customer Dispute
July 2012Denied
Customer Dispute
July 2012Denied
Employment History
Current Registrations
Morgan Stanley
January 2012 - Present · 14 yrs 4 mos
Morgan StanleyBroker
January 2012 - Present · 14 yrs 4 mos
Previous Registrations
Wells Fargo Advisors, LLC
January 2011 - January 2012 · 1 yr
Wells Fargo Advisors, LLCBroker
January 2011 - January 2012 · 1 yr
Wells Fargo Investments, LLC
December 2002 - January 2011 · 8 yrs 1 mo
Wells Fargo Investments, LLCBroker
March 2001 - January 2011 · 9 yrs 10 mos
Edward JonesBroker
December 1996 - February 2001 · 4 yrs 2 mos
State Registrations26 states
ALAZCACODCFLGAIAILINKSMDMEMINCNJNMNVNYORSDTNTXVAWAWI
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.