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Jordan Financial Strategies, LLC (Lakewood)


Jordan Financial Strategies, LLC is an adviser based in Lakewood. It manages $58.7 million of regulatory assets for 119 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdiction of Colorado.




Jordan Financial Strategies provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Jordan Financial Strategies: assets under management

The assets under management (AUM) of Jordan Financial Strategies, LLC is $58.7 million. The firm's AUM has grown by 64% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $47.7 million in discretionary accounts and $11 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $437.61 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.1 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Jordan Financial Strategies, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Lakewood

The principal office where Jordan Financial Strategies, LLC performs its advisory services is located at 891 Garrison St, Lakewood, CO 80215, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 303-444-1110 or by fax 303-238-4655. The normal business hours are 9-5 on Monday - Friday.


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