Jordan Anderson
Jordan Anderson is a registered investment advisor at Journey Retirement Planning and Investment Management, LLC, based in Ammon, ID, 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 Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 637 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Journey Retirement Planning and Investment Management charges an annual fee for managing your investments, ranging from 0.10% to 2.0% of your portfolio's value. The exact percentage depends on the amount you invest, the complexity of the services, and the level of administration you require. Fees are billed quarterly in advance, based on the balance at the end of the billing period. The advisory fee is negotiable.
Location
3040 E 17th Street, Suite 2, Ammon, ID, 83406
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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 the Chief Operations Officer at Journey Financial Services, working full-time, and spends about 10-20% of his time offering life insurance and annuities. He also owns and operates Jordan Cal, LLC, a consulting firm, and serves on the Board of Directors for Champ's Heart, a non-profit, dedicating about 10-20% of his time to each.
Employment History
Current Registrations
Journey Retirement Planning and Investment Management, LLC
Previous Registrations
Townsquare Capital, LLC
Allegis Investment Advisors, LLC
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.