Advisor at Jordan Financial Life Planning
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
Jordan Financial Life Planning
Location
Kenosha, WI 53142
Credentials
CFP®, ChFC®, Series 63, Series 66
Industry experience
21 years
Financial planning flat fees range from up to $2,500 for Basic Plan to $2,500-$10,000 for Comprehensive Plan
$0 - $500,000: 1.00% annually $500,001 - $1,000,000: 0.75% annually $1,000,001 - $2,000,000: 0.60% annually $2,000,001 - $4,000,000: 0.45% annually $4,000,001+: 0.25% annually
May receive commissions from insurance products if recommended, but conflicts are minimized and disclosed.
Hourly financial planning fee typically $250 per hour
Ongoing or retainer financial planning fees may be charged periodically (schedule of meetings and monitoring)
Minimum fee: Portfolio Analysis Fee – $500.00 (negotiable) Fee-only: Fee-only model with no commissions on investment management; may receive commissions on insurance products if applicable, but seek to avoid conflicts.
Independent Wealth Management Llc
2008 - Present (18 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 66
Kenosha, WI
Edward Jones
Series 66
Lindenhurst, IL
Edward Jones
Series 63, Series 66
Antioch, IL
Edward Jones
Series 63, Series 66
Lake Villa, IL
Fidelity
Johnny Johnson Jr. is an Investment Consultant currently working at Fidelity Investments since 2022. He has previously held roles as a Financial Advisor at Thrivent Financial Services from 2020 to 2021, an Insurance Producer at THG Financial Strategies, LLC from 2018 to 2020, and a Personal Banker at JP Morgan Chase from 2003 to 2014. His professional experience spans financial consulting, advising, insurance, and banking. Johnny partners with individuals and families to develop personalized financial strategies tailored to their values and long-term goals. He emphasizes listening, clear communication, and building lasting relationships to assist clients in retirement planning, wealth building, and navigating financial changes. Outside of his financial career, Johnny is a former NFL and college athlete. His personal interests include fishing, football, and golf.
Series 66
Mt Pleasant, WI
Edward Jones
Series 63
Kenosha, WI
Edward Jones
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