JM
JM

Jordan Moore

6 Years of Experience
Haddon Township, NJ

Jordan Moore is a registered investment advisor at Champion Investments LLC, based in Haddon Township, NJ, with 6 years of industry experience. Jordan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 13 clients with $3.5M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
13 clients
Average Client Portfolio
$269K average
Assets Under Management
$3.5M

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1M+0.80%

Fees are negotiable for associates and their family members. Accounts may be aggregated for the same individual or household to discount the asset-based fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Haddon Township, NJ

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Jordan is an assistant professor of finance at Rowan University since 2017. This activity is not investment-related and involves a full-time commitment, including up to 3 hours per day during securities trading hours.

Employment History
Current Registrations
Champion Investments LLC
January 2020 - Present · 6 yrs 4 mos
State Registrations1 state
NJ
Advisor

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.