Jordan Phillips is a registered investment advisor at LPL Financial LLC, based in Ft Worth, TX, with 18 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
1701 River Run #1000, Ft Worth, TX, 76107
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jordan operates Capital Heights Wealth Management as a DBA for his LPL business, dedicating about half his time to it. He also uses J & K Partners LLC for tax/investment purposes, which is a full-time commitment, and spends minimal time on a real estate rental Airbnb.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations22 states
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