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DJ

Douglas S. Jordan

OPCREST INVESTMENT MANAGEMENT
Dallas, TX
Some features on this profile are disabled
CRD#: 2393660
DJ

Professional summary

Douglas Scott Jordan is a registered financial advisor currently at OPCREST INVESTMENT MANAGEMENT, LLC located in Dallas, Texas.

Douglas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Douglas has worked at 2 firms and has passed the Series 65, Series 63, Series 7 and Series 3 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Douglas Scott Jordan's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

June 16, 2011 - Present

OPCREST INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 156416
Dallas, TX
Past

May 12, 1997 - November 12, 2010

QUEST CAPITAL STRATEGIES, INC.

BD
CRD#: 16783
DALLAS, TX

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.

Highlighted states indicate IAR registrations

IAR
Texas
(6/16/2011)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/22/2010
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 6/4/1997
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 5/9/1997
General Securities Representative Examination
General Industry/Product Exam
RR
Series 3
Date: 9/13/1993
National Commodity Futures Examination

Current Firm

OI
OPCREST INVESTMENT MANAGEMENT, LLC
OPCREST INVESTMENT MANAGEMENT, LLC

CRD#: 156416 / SEC#:

Texas
Registered Investment Advisory firm - (6/16/2011 Approved)
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Contact information

Main Address
Dallas, TX
Mailing Address
Phone number
(214) 697-6966
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts31
AUM (Assets Under Management)$ 9,996,714

Red Flags

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.

Company Information

OPCREST INVESTMENT MANAGEMENT, LLC

CRD#: 156416Dallas, TX

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