Jordan Wise
Jordan Wise is a CFP-designated registered investment advisor at Wise Wealth Management, based in Fort Wayne, IN, with 14 years of industry experience. Jordan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 49 clients with $6.4M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wise Wealth Management charges a percentage of your portfolio value each year for investment management. The exact percentage is negotiable and ranges from 0.25% to 2.50% per year, depending on the size, asset mix, and complexity of your account.
Location
4656 West Jefferson Blvd Suite 210, Fort Wayne, IN, 46804
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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 part owner of Guardia Trust Insurance LLC and an employee of Wise Insurance Agency, Inc. Jordan dedicates minimal time to both businesses, focusing on strategic decisions.
Employment History
Current Registrations
Wise Wealth Management
Previous Registrations
Foreside Fund Services, LLCBroker
Foreside Fund Services, LLCBroker
Goldman Sachs & CO. LLCBroker
Lincoln Financial Advisors CorporationBroker
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.