Rustin Jordan is a registered investment advisor at Jordan Financial LLC, based in Tampa, FL, with 23 years of industry experience. Rustin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 46 clients with $53M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
46 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$53.1M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $7.0M | 0.75% |
| $7.0M - $12.0M | 0.50% |
| $12M+ | 0.35% |
All fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Tampa, FL
Get directionsHistory
Regulatory History (1)
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Regulatory
November 2010Final
Other Business Activities
Rustin is a part owner of TT Room LLC dba Tampa Tap Room, a restaurant and bar. He spends about 10-20% of his time on activities such as social media, maintaining files, general maintenance, and website updates.
Employment History
Current Registrations
Jordan Financial LLC
May 2010 - Present · 16 yrs
Previous Registrations
Alliance Family Investment Management
July 2004 - December 2010 · 6 yrs 5 mos
Charles Schwab & CO., INC.Broker
December 2000 - November 2002 · 1 yr 11 mos
State Registrations2 states
FLPA
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.