Jordan Bradford
Jordan Bradford is a CFP-designated registered investment advisor at Harbour Investments, INC., based in Lake Geneva, WI, with 11 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 Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 30,309 clients with $9.6B 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 | 2.00% |
Maximum management fee is 2.0% of assets under management. Fees are negotiated between the client and representative. Third-party manager programs range from 0.25% to 2.50% total annual fees.
Fee Estimator
Location
262 Center Street, Lake Geneva, WI, 53147
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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 Activities
Jordan is a salaried employee at 818 Capital Group, working in customer service for a payroll company since March 2025, spending about 1-10% of his time during securities hours. He also works in administration and client services for The Tranel Group, LLC since November 2024, spending minimal time outside of securities hours.
Employment History
Current Registrations
Harbour Investments, INC.Broker
Harbour Investments, INC.
Previous Registrations
Money Concepts Capital CORPBroker
Money Concepts Advisory Service
The Tranel Group, LLC
Burkholder Wealth Management
Money Concepts Advisory Service
Money Concepts Capital CORPBroker
State Registrations2 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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