Jordan Crowley
Jordan Crowley is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Morristown, NJ, with 6 years of industry experience. Jordan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.
Fee Estimator
Location
67 E. Park Place, Suite 750, Morristown, NJ, 07960
Get directionsHistory
Regulatory History (2)
Judgment / Lien
October 2021Employment Separation After Allegations
December 2019Other Business ActivitiesSells Insurance
Jordan is affiliated with Greenberg & Rapp as a Wealth Manager, providing wealth management, financial planning, investment management, and insurance solutions. This activity takes nearly all of Jordan's time, including during trading hours.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
M Holdings Securities, INC.
M Holdings Securities, INC.Broker
Maltin Wealth Management, INC.
State Registrations13 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.
Exams
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