Jordan Harrison
Jordan Harrison is a registered investment advisor at Elevation Advisory Partners LLC, based in Washington, DC, with 2 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 Alternative Investments, Education Planning, Estate Planning, High Net Worth, and 6 more. Their firm serves 378 clients with $230M 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 | 2.00% |
Maximum annual fee is 2.00%. Fees are negotiable.
Fee Estimator
Location
Washington, DC
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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 Activities
Jordan works as a registered assistant at Harrison Capital Management. This is a full-time commitment, with most of his time spent during trading hours.
Employment History
Current Registrations
Elevation Advisory Partners LLC
Silver Oak Securities, IncorporatedBroker
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
State Registrations6 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.
Exams
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