Jordan Sutton
Jordan Sutton is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Lansing, MI, with 16 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 323,031 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cambridge Investment Research Advisors (CIRA) offers investment management services through several platforms. Fees are based on a percentage of your portfolio's value and are negotiable. The maximum annual fee is 2.25%. Fees can be structured as flat, tiered, or breakpoint. You may also encounter setup fees and service fees. Fees are typically deducted directly from your account. CIRA also offers WealthPort, a wrap fee program with inclusive fees. The WealthPort maximum advisory fee is 2.25% annually.
Location
2201 E Grand River Ave., Lansing, MI, 48912
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jordan is involved in several outside business activities, including serving as secretary for the Michigan State University Child Development Lab Parent Council, working as an attorney at Sutton Law Offices, and serving as a board member for the City of Lansing Economic Development Board. Jordan also works as an advisory representative of a RIA at CIRA and as an office manager at Sutton Advisors, PLC, which operates under the DBAs Sutton Law, Sutton Insurance, and Sutton Investments.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Sutton Advisors, Plc
State Registrations15 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.