Jordan Advisory Services Inc. (Vancouver, Bc)

Jordan Advisory Services Inc. is an adviser based in Vancouver, Bc. It manages $6 million of regulatory assets for 18 client accounts. It has been registered with the SEC as an adviser since 2011.

Jordan Advisory Services provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, selection of other advisers, publication of newsletters, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Jordan Advisory Services: assets under management

The assets under management (AUM) of Jordan Advisory Services Inc. is $6 million. The company doesn't manage any assets belonging to foreign clients.

The firm manages $4 million in discretionary accounts and $2 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $400 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $250 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Jordan Advisory Services Inc. for their services and products based on a percentage of assets under management, subscription fees, fixed fees, commissions, and performance-based 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.

Careers at Jordan Advisory Services Inc.

Mark Richard Redcliffe has been acting as President since 1 Jan 2011. Jordan Capital Markets Inc. joined the executive team most recently as the Owner.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Mark Richard Redcliffe	Director	1 Jan 2011	25% - 50%	5936235
Jordan Capital Markets Inc.	Owner	1 Jan 2011	75% - 100%	foreign
William Douglas Sereda	President	1 Jan 2011	Other	4930102
Peter Martin Schriber	Cfo	1 Jan 2011	Other	4930096
William Brent Walker	Chief compliance officer	1 Jan 2011	Other	5368589

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Redcliffe Equity Trust	Owner	1 Jan 2011	25% - 50%	foreign
Jordan Ventures Ltd.	Owner	1 Jan 2011	75% - 100%	foreign

Based in Vancouver, Bc

The principal office where Jordan Advisory Services Inc. performs its advisory services is located at 230 1122 Mainland Street, Vancouver, Bc, V6 B5 L1 The mailing address of the firm is 230 1122 Mainland Street, Vancouver, Bc, V6 B5 L1. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 778 373 4126 or by fax 778 373 4101. The normal business hours are 630 to 4:00 on Monday - Friday.