Jordan Jones is a registered investment advisor at Medora Value Equity, LLC, based in Mobile, AL, with 9 years of industry experience. Jordan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 29 clients with $12M 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 | 1.00% |
Fees may be negotiable based on services provided and special circumstances. Performance fee arrangements may be available and negotiated for certain clients, as permitted by law. Medora also provides sub-advisory services to other registered investment advisors at fees generally equal to or lower than its basic fee schedule.
Fee Estimator
Location
101 Dauphin Street, Suite 850, Mobile, AL, 36602
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jordan is a consultant for Richmond Hill Investments, LLC and a subadvisor to Leavell Investment Management, Inc., both registered investment advisors, dedicating minimal time to each. Jordan also serves as a director for ElbFeeder, Inc. and chairman of the board for JOD Holdings, LLC, spending about 10-20% of his time on the latter.
Employment History
Current Registrations
Medora Value Equity, LLC
State Registrations2 states
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