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MJ

Mark Todd Jordan

FAMILYWEALTH
PANAMA CITY BEACH, FL
·CRD# 1376067·41 years experience

Professional Summary

Mark Todd Jordan is a registered financial advisor currently at FAMILYWEALTH located in Panama City Beach, Florida and VENTOUX SECURITIES, LLC located in Marina Del Rey, California. Mark is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1985. Mark has worked at 12 firms and has passed the Series 65, Series 63, Series 99TO, Series 79TO, SIE, Series 7 and Series 24 exams.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

41 years in the financial services industry

Current & Past Employments

FAMILYWEALTH·CRD# 289193
RIA
Panama City Beach, FL
December 6, 2017 - Present
VENTOUX SECURITIES, LLC·CRD# 149298
BD
Marina Del Rey, CA
July 16, 2009 - Present
FAMILYWEALTH·CRD# 289193
RIA
Atlanta, GA
December 6, 2017 - December 31, 2017
JOLLIFFE CAPITAL, INC.·CRD# 140725
RIA
Atlanta, GA
July 24, 2009 - June 30, 2018
EVOLVE SECURITIES, INC.·CRD# 127474
BD
Dunwoody, GA
April 30, 2008 - July 6, 2009
AFS INVESTMENT ADVISORS, INC.·CRD# 131714
RIA
Austin, TX
May 11, 2007 - September 8, 2009
AFS BROKERAGE, INC.·CRD# 25924
BD
Dunwoody, GA
March 15, 2007 - April 30, 2008
MID ATLANTIC FINANCIAL MANAGEMENT, INC.·CRD# 109771
RIA
Atlanta, GA
October 11, 2006 - May 10, 2007
NEWEDGE SECURITIES, LLC·CRD# 10674
BD
Pittsburgh, PA
May 3, 2004 - March 16, 2007
LONDON PACIFIC SECURITIES, INC.·CRD# 25089
BD
Sacramento, CA
March 13, 1998 - May 3, 2004
MML INVESTORS SERVICES, LLC·CRD# 10409
BD
Springfield, MA
January 6, 1995 - April 1, 1998
1717 CAPITAL MANAGEMENT COMPANY·CRD# 4082
BD
Newark, DE
October 4, 1993 - January 4, 1995
MML INVESTORS SERVICES, LLC·CRD# 10409
BD
Springfield, MA
June 22, 1989 - October 5, 1993
CINCINNATI ANALYSTS, INC.·CRD# 5478
BD
July 23, 1985 - June 24, 1989

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Current Firm

FA
FAMILYWEALTH

ADVISERSOURCE.COM | FAMILYWEALTH ASSET MANAGEMENT (FWAM) | FAMILYWEALTH ADVISORS LLC | FAMILYWEALTH ADVISORS | FAMILYWEALTH ADVISERS LLC | FAMILYWEALTH | FAMILY WEALTH(TM) ADVISERS | ADVISERSOURCE.COM LLC

CRD#: 289193 / SEC#: 801-111050
RIA
Registered Investment Advisory firm - SEC (8/28/2017 Approved)

Contact Information

Main Address

255 Primera Blvd Suite 160, Lake Mary, FL 32746

Phone Number

(866) 746-3743

# of Employees

13

SEC notice filing (38 States and Territories)

Registered to provide investment advisory services in 38 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FAMILYWEALTH ADVISERS, LLC ADV 2A BROCHURE (3/31/2026)

Regulatory Assets Under Management

Total Number of Accounts

687

AUM (Assets Under Management)

$394,645,121

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Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

CAPITAL STRATEGIES: INVESTMENT-RELATED TO THE EXTENT ALL PERSONAL INCOME IS PAID THROUGH THIS ENTITY, INCLUDING SECURITIES AND/OR IAR ACTIVITIES. NATURE: INVESTMENTS. POSITON: PRESIDENT (SINCE 1985). HOURS: 10-15 HOURS PER WEEK (SAME DURING TRADING HOURS). DUTIES: IAR AND SECURITIES PAYMENTS ALSO PAID TO THIS ENTITY. ALSO, DUTIES NOT INVESTMENT-RELATED (MERGERS AND ACQUISITIONS IN A NON-BROKERAGE OR INVESTMENT ADVISORY CAPACITY). HOURS: 30-40 HOURS PER WEEK SINCE 2001 (SAME HOURS PER WEEK DURING TRADING HOURS). DUTIES: ASSESSING THE VALUE OF BUSINESSES, MARKETING, NEGOTIATING WITH BUYERS/SELLERS, ETC. ANNUAL COMPENSATION $200,000 - $600,000 ANNUALLY. FAMILYWEALTH ADVISERS, LLC: OPERATES AS A REGISTERED INVESTMENT ADVISER ("RIA"). INVESTMENT-RELATED. NATURE: INVESTMENT ADVISORY/INVESTMENT ADVISER. HOURS: 4 HOURS PER MONTH (4 HR DURING TRADING HOURS). DUTIES:INTRODUCING PROSPECTIVE CLIENTS AND/OR PROVIDING INVESTMENT ADVICE. VERCOR, NOT INVESTMENT-RELATED, MERGERS AND ACQUISITIONS, MANAGING PRINCIPAL SINCE 2001. HOURS: 5-10 HOURS PER WEEK (SAME HOURS PER WEEK DURING TRADING HOURS). DUTIES: ASSESSING THE VALUE OF BUSINESSES, MARKETING, NEGOTIATING WITH BUYERS/SELLERS, ETC. EARNINGS $0 - $30,000 PER YEAR. VENTOUX SECURITIES. SECURITIES LICENSED THROUGH VENTOUX SECURITIES, A BROKER/DEALER IN WHICH I AM AN OWNER AND IS USED WHEN ASSET DEALS BECOME STOCK DEALS, VIA ASSIGNMENT FROM VERCOR ADVISOR ACTIVITIES. BOOK REVENUE THROUGH VENTOUX SECURITIES, AMOUNTING TO BETWEEN $0 - $2,000,000 IN BOOK REVENUE EACH YEAR. OUTSIDE OF THESE COMPANIES, I HAVE $0 - $200 PER YEAR PAID TO ME AS A RESULT OF INSURANCE INCOME EACH YEAR FROM RENEWALS (One PERSONAL POLICY).

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FA
FAMILYWEALTH

ADVISERSOURCE.COM | FAMILYWEALTH ASSET MANAGEMENT (FWAM) | FAMILYWEALTH ADVISORS LLC | FAMILYWEALTH ADVISORS | FAMILYWEALTH ADVISERS LLC | FAMILYWEALTH | FAMILY WEALTH(TM) ADVISERS | ADVISERSOURCE.COM LLC

CRD#: 289193 / SEC#: 801-111050
RIA
Registered Investment Advisory firm - SEC (8/28/2017 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
California
(12/10/2021)
IAR
Florida
(12/6/2017)
RR
Nevada
(4/26/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Apr 1998About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Aug 1985About the Series 63 exam

Series 99TO — Operations Professional Examination

Passed Jan 2023About the Series 99TO exam

Series 79TO — Investment Banking Registered Representative Examination

Passed Jan 2023About the Series 79TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Jul 1985About the Series 7 exam

Series 24 — General Securities Principal Examination

Passed Jan 1994About the Series 24 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Mark Todd Jordan's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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