Phillip Jordan is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Charlotte, NC, with 25 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
7615 Colony Rd, Ste 215A, Charlotte, NC, 28226
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Phillip owns 100% of Bespoke Asset Management LLC, dedicating full-time hours to the firm. He also serves on the finance committee for Clayworks, spending minimal time attending meetings and providing investment policy recommendations.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Edward Jones
Edward JonesBroker
State Registrations29 states
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