Advisor at BlackRock Investment Management, LLC
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.
Firm
BlackRock Investment Management, LLC
Location
Princeton, NJ 08540
Credentials
Series 66
Industry experience
2 years
Jordan Dirks is a financial advisor at BlackRock Investment Management, LLC with two years of industry experience. He holds the Series 66 designation and previously worked at JPMorgan Securities LLC, JPMorgan Chase Bank, NA, and Alliance Bernstein. BlackRock Investment Management, LLC provides investment management services to a diverse client base, including institutional accounts, private funds, pension plans, corporations, charitable organizations, and individual investors. The firm offers a range of strategies such as active, index, and model-based approaches, supported by centralized risk and portfolio technology, and maintains a unique municipal advisory capability through its affiliated banking/trust entity.
Based on BlackRock Investment Management, LLC
Based on BlackRock Investment Management, LLC
$0 - $1,000,000: 0.35% $1,000,000 - $3,000,000: 0.30% $3,000,000 - $5,000,000: 0.25% $5,000,000 - $10,000,000: 0.22% $10,000,000 - $20,000,000: 0.20% $20,000,000+: 0.15%
Certain BlackRock Private Funds and Institutional SMAs may charge performance-based fees or allocations, as described in Item 6. Fees and allocations can be fixed, fixed plus performance, or performance only, with certain fixed fees paid upfront. Performance-based fees may be charged quarterly, annually, or upon withdrawal/redemption.
Account minimum: $100,000 (Private Market SMA Strategies); $250,000 (Dual Contract SMA Program accounts generally for equity and fixed income accounts); $500,000 (Minimum account size for Premium Access Strategies accounts managed by BIM) Minimum fee: Dual Contract SMA Program accounts generally are subject to a minimum fee determined by applying the fee schedule to the applicable minimum account size.
1 University Square Drive
Princeton, NJ 08540
California · Georgia · New Jersey
BlackRock
2024 - Present (2 years)
Blackrock Investments, LLC
2024 - Present (2 years)
JPMorgan Securities LLC
2023 - 2024 (1 year)
JPMorgan Chase Bank, NA
2023 - 2024 (1 year)
Alliance Bernstein
2021 - 2023 (2 years)
Alliance Bernstein
2020 - 2020 (1 year)
Purdue University - West Lafayette
2017 - 2021 (4 years)
Unemployed
2013 - 2017 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Series 63, Series 65
Princeton, NJ
Endowbridge Capital, LLC
CFP®, CFA®
Hopewell, NJ
Roche Financial Partners LLC
Series 63, Series 65
Robbinsville, NJ
Pandolfo Capital, LLC
Series 65
Highland Park, NJ
Parkview Capital Management
Series 63, Series 66
Princeton, NJ
Certified Wealth Management & Investment LLC
Series 63, Series 65
Langhorne, PA
City Investment Advisors, Inc.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")