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Jordan Alhadeff

19 Years of Experience
Fort Lauderdale, FL
Sells Insurance

Jordan Alhadeff is a registered investment advisor at Murray Street Capital Advisors, LLC, based in Fort Lauderdale, FL, with 19 years of industry experience. Jordan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 72 clients with $55M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
72 clients
Average Client Portfolio
$760K average
Assets Under Management
$54.7M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M1.00%
$2.0M - $5.0M0.50%
$5.0M - $10.0M0.25%
$10M+0.10%

Fees are negotiable and shall not exceed 2.00% of client Assets Under Management and Advisement. Legacy clients may pay different fees.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1845 SE 4th Ave, Fort Lauderdale, FL, 33316

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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.

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Other Business ActivitiesSells Insurance

Jordan sells fixed insurance, which is conducted from the same address as his advisory business. This activity takes about 10% of his time.

Employment History
Current Registrations
Murray Street Capital Advisors, LLC
April 2019 - Present · 7 yrs
Previous Registrations
Wells Fargo Clearing Services, LLC
August 2012 - March 2019 · 6 yrs 7 mos
Wells Fargo Clearing Services, LLCBroker
August 2012 - March 2019 · 6 yrs 7 mos
Chase Investment Services CORP.
February 2010 - August 2012 · 2 yrs 6 mos
Chase Investment Services CORP.Broker
February 2010 - August 2012 · 2 yrs 6 mos
Wells Fargo Insurance Services Investment Advisors, INC.
January 2010 - February 2010 · 1 mo
Wells Fargo Insurance Services Investment Advisors, INC.Broker
January 2010 - February 2010 · 1 mo
Wells Fargo Insurance Services Investment Advisors INC.
November 2008 - December 2009 · 1 yr 1 mo
Wells Fargo Insurance Services Investment Advisors, INC.Broker
November 2008 - December 2009 · 1 yr 1 mo
Merrill Lynch Pierce Fenner & Smith INC.
March 2005 - July 2007 · 2 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2005 - July 2007 · 2 yrs 5 mos
State Registrations2 states
FLNY
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Jordan Alhadeff - Financial Advisor | TrueAdvisor