Barksdale Jordan
Barksdale Jordan is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Pensacola, FL, with 47 years of industry experience. Barksdale is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 236,191 clients with $200B 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% |
Maximum annual fee rate for the Summit Program is up to 1.00% of assets under management. Other programs have separate fee schedules detailed in respective program brochures. Fees are generally negotiable.
Fee Estimator
Location
25 West Cedar Street, Pensacola, FL, 32502
Get directionsHistory
Regulatory History (2)
Customer Dispute
March 2009Customer Dispute
April 2006Other Business Activities
Barksdale is a board member and member of the audit and finance committee for Baptist Health Care, dedicating minimal time to these roles. He also advises on proposed investments for Baptist Health Care.
Employment History
Current Registrations
Stifel, Nicolaus & Company, IncorporatedBroker
Stifel, Nicolaus & Company, Incorporated
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
J.C. Bradford & CO.Broker
Derand/pennington/bass, INC.Broker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Lincoln National Pension Insurance CompanyBroker
United Capital Securities, INC.Broker
State Registrations4 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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