Jordan Wealth Management

Finance · New York, United States · 1-10 Employees

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Overview

Headquarters

3635 Genesee St, Buffalo, New York, 1422...

Phone Number

(716) 565-1965

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
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ZI Rank
1
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About Jordan Wealth Management

Jordan Wealth Management provides approachable and empowering financial planning services aimed at helping clients gain clarity and confidence with their finances. Their mission is to support individuals in understanding their current financial situation and taking meaningful steps toward their envisioned future. The firm offers a range of services including retirement, investment, estate, insurance, and tax planning. They cater to clients seeking trustworthy guidance in their financial journey.Explore more
Jordan Wealth Management's Social MediaPopular SearchesJordan Wealth ManagementCom JordanwealthmanagementJordan & Associates IncJordan Wealth Management LLCSIC Code 62,628NAICS Code 52,523Show more

Jordan Wealth Management Org Chart

PhoneEmail
AJ
United States flag for contact location.

Certified Financial Planner

PhoneEmail
DM
United States flag for contact location.

Administrative Assistant

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Jordan Wealth Management

<$5M
1-10
Private
-
1990
AJ
Alexander JordanCertified Financial Planner
<$5M
1-10
Private
-
-
TM
Thomas McLaurinFinancial Advisor
<$5M
1-10
Private
-
-
HH
Helen HarrisonChief Marketing Officer
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
1988
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Jordan Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Jordan Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Jordan Wealth Management.

Jordan Wealth Management Tech Stack

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Frequently Asked Questions Regarding Jordan Wealth Management

What is Jordan Wealth Management's official website?
Jordan Wealth Management's official website is www.jordanwm.com
What is Jordan Wealth Management's Revenue?
Jordan Wealth Management's revenue is <$5 Million
What is Jordan Wealth Management's SIC code?
Jordan Wealth Management's SIC: 62,628
What is Jordan Wealth Management's NAICS code?
Jordan Wealth Management's NAICS: 52,523
How many employees does Jordan Wealth Management have?
Jordan Wealth Management has 1-10 employees
What industry does Jordan Wealth Management belong to?
Jordan Wealth Management is in the industry of: Finance, Securities Trading
What is Jordan Wealth Management competition?
Jordan Wealth Management top competitors include: Cetera Advisor Networks, financialplan.pro, kennywjones.com, Tom McLaurin
What technology does Jordan Wealth Management use?
Some of the popular technologies that Jordan Wealth Management uses are: Cloudflare Website Optimization, Google Cloud DNS, Google Cloud Platform, Datadog
How do I contact Jordan Wealth Management?
Jordan Wealth Management contact info: Phone number: (716) 565-1965 Website: www.jordanwm.com
What does Jordan Wealth Management do?

Jordan Wealth Management provides approachable and empowering financial planning services aimed at helping clients gain clarity and confidence with their finances. Their mission is to support individuals in understanding their current financial situation and taking meaningful steps toward their envisioned future. The firm offers a range of services... including retirement, investment, estate, insurance, and tax planning. They cater to clients seeking trustworthy guidance in their financial journey.Read More

What are Jordan Wealth Management social media links?
Jordan Wealth Management Facebook page
Is Jordan Wealth Management a public company?
Jordan Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Jordan Wealth Management

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