Mark Jordan
Advisor at FamilyWealth
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.
Firm
FamilyWealth
Location
Panama City Beach, FL
Credentials
Series 63, Series 65
Industry experience
40 years
About
Mark Jordan is a financial advisor with FamilyWealth Advisers, LLC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at FamilyWealth since 2017 and has held positions at Ventoux Securities, LLC and Jolliffe Capital, Inc. Jordan also serves as president of Capital Strategies, where he is involved in mergers and acquisitions outside of brokerage or investment advisory activities. FamilyWealth Advisers, LLC provides investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm employs a dynamic, multi-asset approach combining passive, active, and alternative strategies and manages assets on both discretionary and non-discretionary bases.
Client services
Based on FamilyWealth
Financial planning
Portfolio management
Pension consulting
Educational seminars or workshops
Advice to use models of related investment adviser
Advice to use models of related investment adviser
Expertise
Based on FamilyWealth
Wealth management
Passive / index investing
Active portfolio management
Private / alternative investments
Retirement plans for business owners (SEP, solo 401k)
Fee options
Retirement plan consulting flat fees from $10,000 to $100,000
$0+: Typically 1.45% for retail clients but can be up to 2% depending on strategy and IAR $500,000 - $1,000,000: 0.80% $1,000,000 - $2,000,000: 0.70% $2,000,000 - $5,000,000: 0.65% $5,000,000 - $10,000,000: 0.60%
Insurance commissions received by IARs on insurance products sold; no advisory fee charged on these assets
Account minimum: $500,000 for institutional accounts; no minimum for retail individual accounts Fee-only: Financial planning fees may be flat fees or negotiated; retirement plan consulting fees range from $10,000 to $100,000 flat or up to 1.00% AUM on plans
Location
Panama City Beach, FL
Most active in
Mark J has reported serving >5 clients in these states in the last 12 months.
Florida
Work history
FamilyWealth Advisers, LLC
2017 - Present (9 years)
Advisersource.com LLC
2017 - 2017 (1 year)
Ventoux Securities, LLC
2009 - Present (17 years)
Jolliffe Capital, Inc.
2009 - 2018 (9 years)
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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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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