Michael H. Jordan
Professional summary
Michael H Jordan, who also goes by Michael Henry Jordan, is a registered financial advisor currently at MILL CREEK CAPITAL ADVISORS, LLC located in Conshohocken, Pennsylvania.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Michael has worked at 2 firms and has passed the Series 65, Series 63, Series 31 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Michael H Jordan's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 19, 2010 - Present
MILL CREEK CAPITAL ADVISORS, LLC
Office #1: 161 Washington Street Suite 1500, Conshohocken, PA 19428November 23, 1992 - November 6, 2006
MORGAN STANLEY DW INC.
Primary Firm SEC Registration
MILL CREEK CAPITAL ADVISORS, LLC
CRD#: 141470 / SEC#: 801-67173
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/19/2010)
Exams
Current Firm
MILL CREEK CAPITAL ADVISORS, LLC
CRD#: 141470 / SEC#: 801-67173
Contact information
SEC notice filing (14 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,260 |
| AUM (Assets Under Management) | $ 9,169,595,643 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/30/2025 |
Red Flags
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