Jordan Topal
Jordan Topal is a CFA-designated registered investment advisor at Wells Fargo Investment Institute, INC., based in Raleigh, NC, with 11 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 14,594 clients with $41B 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
1100 Corporate Center Dr Bldg B, Floor 01, Raleigh, NC, 27607-5066
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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.
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Jordan is a managing member of Holleejay Properties, LLC, Win Win Storage, LLC, and Applecool Storage, LLC, all passive real estate investments. Jordan spends minimal time on each business, primarily on accounting reconciliation and communication with property managers or maintenance staff.