JE
JE

Jordan Eden

10 Years of Experience
Costa Mesa, CA
Sells Insurance

Jordan Eden is a registered investment advisor at Braypark Wealth Management, based in Costa Mesa, CA, with 10 years of industry experience. Jordan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 83 clients with $25M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
4 advisors
Number of Clients
83 clients
Average Client Portfolio
$297K average
Assets Under Management
$24.6M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

555 Anton Blvd, Ste 150, Costa Mesa, CA, 92626

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Jordan has an existing fixed insurance appointment with Wells Fargo Insurance Agency, LLC. He is also the Treasurer with Business Growth Innovators and President of a referral group, spending a few hours per week on these activities.

Employment History
Current Registrations
Braypark Wealth Management
March 2025 - Present · 1 yr 2 mos
Previous Registrations
Equitable Advisors, LLC
February 2022 - March 2025 · 3 yrs 1 mo
Equitable Advisors, LLCBroker
February 2022 - March 2025 · 3 yrs 1 mo
Stifel, Nicolaus & Company, IncorporatedBroker
September 2020 - February 2022 · 1 yr 5 mos
Stifel, Nicolaus & Company, Incorporated
September 2020 - February 2022 · 1 yr 5 mos
Wells Fargo Clearing Services, LLC
June 2016 - September 2020 · 4 yrs 3 mos
Wells Fargo Clearing Services, LLCBroker
June 2016 - September 2020 · 4 yrs 3 mos
Edward Jones
December 2015 - April 2016 · 4 mos
Edward JonesBroker
September 2015 - April 2016 · 7 mos
State Registrations1 state
CA
Advisor

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
No exam information available for this advisor.
Jordan Eden - Financial Advisor | TrueAdvisor