Advisor at Financial Insights Wealth Management
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
Financial Insights Wealth Management
Location
Tacoma, WA 98402
Credentials
Series 65
Industry experience
1 year
Jordan Ford is a Series 65-licensed advisor at Financial Insights Wealth Management with one year of industry experience. He has been with Financial Insights Wealth Management since 2022 and is also involved as a minority owner in Ford Center LLC, a commercial property management business. Prior to his advisory career, he held roles in physical therapy and event space management. Financial Insights Wealth Management serves individuals, employee benefit plans, trusts, estates, charitable organizations, and businesses with wealth management, financial planning, and pension consulting. The firm emphasizes asset allocation and fundamental analysis, utilizing a variety of investment vehicles while providing both discretionary and non-discretionary portfolio management.
Based on Financial Insights Wealth Management
Based on Financial Insights Wealth Management
$0 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.50% $10,000,001 - $15,000,000: 0.25% $15,000,001+: 0.15%
Lead Adviser - $500/hour; Associate Advisor - $300/hour; Research & Analysis - $200/hour; General Administrative Services - $150/hour
Account minimum: $500,000 Minimum fee: $500 minimum financial planning fee
1551 Broadway, Suite 600
Tacoma, WA 98402
Washington
Financial Insights Wealth Management
2025 - Present (1 year)
Financial Insights Wealth Management
2022 - 2025 (3 years)
Ford Center LLC
2020 - Present (6 years)
Avelon Ballroom · Event Space
2020 - 2023 (3 years)
Alternative Back Care Physical Therapy
2008 - 2022 (14 years)
Jordan Danielle Photography
2006 - 2017 (11 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not 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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
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.
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