Jordan Bradford is a CFP-designated registered investment advisor at Harbour Investments, INC., based in Lake Geneva, WI, with 10 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 22,917 clients with $7.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Harbour Investments offers investment management through wrap-fee programs where fees are calculated as a percentage of the value of your portfolio, up to a maximum of 2.0%. The specific fee is negotiated with your advisor and subject to Harbour's approval. Fees may be waived for periods after a commission is generated. Accounts under $25,000 may have higher service fees. Harbour also offers a directly-managed held-away program where fees are assessed and billed quarterly.
Location
262 Center St., Lake Geneva, WI, 53147-1902
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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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.
Money Concepts Advisory Service
The Tranel Group, LLC
Previous Registrations
Money Concepts Capital CORPBroker
Burkholder Wealth Management
Money Concepts Advisory Service
Money Concepts Capital CORPBroker
State Registrations2 states
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