BJ
BJ

Bjorn Jordan

24 Years of Experience
Broker
Areas of Practice
Financial Planning & CoachingRetirement PlanningEstate PlanningInsurance PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
44 advisors
Number of Clients
2,073 clients
Average Client Portfolio
$303K average
Assets Under Management
$628.7M

Fee Structure

Minimum Investment:$25K
Loading...

Location

425 N. Martingale Rd., Suite 1220, Schaumburg, IL, 60173

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Bjorn owns Bjorn Jordan LLC, which is not investment related, and involves creating and selling artwork at art festivals and potentially online. This takes a few hours per week.

Employment History
Current Registrations
Cl Wealth Management LLC
June 2019 - Present · 6 yrs 8 mos
Cabot Lodge Securities LLC
May 2019 - Present · 6 yrs 9 mos
Cabot Lodge Securities LLCBroker
May 2019 - Present · 6 yrs 9 mos
Previous Registrations
Sandlapper Securities, LLCBroker
June 2014 - May 2019 · 4 yrs 11 mos
Sandlapper Wealth Management, LLC
January 2008 - December 2020 · 12 yrs 11 mos
Colony Park Financial Services LLC.Broker
October 2002 - June 2014 · 11 yrs 8 mos
Western International Securities, INC.Broker
August 2001 - October 2002 · 1 yr 2 mos
State Registrations51 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Bjorn Jordan - Financial Advisor | TrueAdvisor