JH
CFP
JH
CFP

Jordan Robert Hadfield

7 Years of Experience
Broker
Areas of Practice
Retirement PlanningEducation PlanningEstate PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9179 advisors
Number of Clients
574,829 clients
Average Client Portfolio
$348K average
Assets Under Management
$200.3B

Fee Structure

Minimum Investment:$5.5K
Financial Planning:Investment management only
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Location

102 S. 200 E., Suite 100, Salt Lake City, UT, 84111

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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 Activities

Jordan operates a photography business called Jordan Hadfield Photography. This activity is not investment-related and requires minimal time.

Employment History
Current Registrations
Osaic Wealth, INC.Broker
June 2024 - Present · 1 yr 8 mos
Smedley Financial Services INC
May 2018 - Present · 7 yrs 9 mos
Previous Registrations
Securities America, INC.Broker
March 2018 - June 2024 · 6 yrs 3 mos
State Registrations1 state
UT
AdvisorBrokerBoth
Exams
No exam information available for this advisor.