Jordan Colman
Jordan Colman is a CFP-designated registered investment advisor at Octavia Wealth Advisors LLC, based in San Diego, CA, with 15 years of industry experience. Jordan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 3,803 clients with $2.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Octavia Wealth Advisors charges an annual fee based on the value of your investments, up to 2.00%. The exact fee depends on the complexity of the services, the amount of assets managed, and your overall relationship with Octavia. Fees are paid quarterly, in advance. The fee may be negotiable. If Octavia recommends an independent manager, the total blended fee will not exceed 2.25% annually.
Location
7676 Hazard Center Drive, Suite 1550, San Diego, CA, 92108
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jordan is dually registered as an investment advisor representative with Octavia Wealth Advisors, LLC and as a Registered Representative with Purshe Kaplan Sterling Investments, Inc., dedicating about 90% of his time to the former. Jordan is also an insurance agent with Octavia Risk Management LLC, spending about 10-20% of his time on insurance product implementation.
Employment History
Current Registrations
Octavia Wealth Advisors LLC
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
State Registrations3 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.