JP
JP

Jordan Powers

9 Years of Experience
Grand Rapids, MI
Broker

Jordan Powers is a registered investment advisor at Centennial Securities Company INC, based in Grand Rapids, MI, with 9 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 Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 3 more. Their firm serves 2,520 clients with $1.3B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
38 advisors
Number of Clients
2,520 clients
Average Client Portfolio
$530K average
Assets Under Management
$1.3B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K2.00%
$500K - $1.0M1.75%
$1M+1.50%

Standard fee ranges are 0.75%–2.00% for under $500K, 0.50%–1.75% for $500K–$1M, and 0.25%–1.50% for over $1M. Fees are negotiable.

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

3075 Charlevoix Drive Se, Grand Rapids, MI, 49546

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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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Employment History
Current Registrations
Centennial Securities Company INC
November 2017 - Present · 8 yrs 11 mos
Centennial Securities Company, INC.Broker
November 2016 - Present · 9 yrs 11 mos
State Registrations26 states
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AdvisorBrokerBoth

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.
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