David Jordan
Advisor at QVG, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
David Jordan is a financial advisor at QVG, LLC with one year of industry experience. He holds a Series 65 designation and has been with QVG since 2024. Outside of his advisory role, he operates a YouTube channel. QVG, LLC provides discretionary investment supervisory services to individuals, pension and profit-sharing plans, corporations, and trusts. The firm employs a quantitative, rule-based investment process across various strategies, including equities, REITs, fixed income, and options-based approaches.
Expertise
Based on QVG, LLC
Active portfolio management
Concentrated stock management
Real estate investing
Options & derivatives strategies
Fee options
$50,000 - $500,000: 2.00% of assets under management $500,000 - $3,000,000: 1.25% of assets under management $3,000,000+: 1.00% of assets under management
Account minimum: $50,000
Location
Naperville, IL
Most active in
David J has reported serving >5 clients in these states in the last 12 months.
Illinois
Work history
QVG, LLC
2024 - Present (2 years)
YouTube Channel
2023 - Present (3 years)
UnEMPLOYED
2016 - 2023 (7 years)
Ravenswood Resources
2016 - 2016 (1 year)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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