Howard J. Jordan

THE HIGH NET WORTH ADVISORY GROUP | Managing Partner

Naples, FL 34108

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CRD#: 2694308

Professional summary

Howard Joseph Jordan JR, CFP®, who also goes by Howard Jordan, is a registered financial advisor currently at THE HIGH NET WORTH ADVISORY GROUP, LLC located in Naples, Florida.

Howard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Howard has worked at 3 firms and has passed the Series 63, SIE, Series 7, Series 24, Series 10 and Series 9 exams.

Question & Answer

What are your service offerings?

Insurance

Trading individual securities

Financial planning

Executive services/Equity comp...

Trust & estate planning

Philanthropic services

Retirement planning

What is your current number of clients?

Greater than 100

What is your minimum asset requirement?

500K

Are you a "fiduciary"?

Yes

Aliases

Howard Jordan

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.

1) Self Employed Florida Insurance Agent, investment related, Naples, FL, Start Date 05/1996, approximately 1-5 hours per month with all hours during securities trading hours, licensed in Life/Health/Annuities 2) J3 Ventures LLC; Investment Related; Sag Harbor, New Jersey; Commercial Real Estate; Partner; Start Date 02/22/2022; Approximately 1 hours/month devoted to this business with 0 hours devoted during securities trading hours; Commercial Storage Facility

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Howard Joseph Jordan JR's CRS (Customer Relationship Summary).

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®

CFP^®

Certified Financial Planner

Start date: 2005

Experience

Current

September 28, 2020 - Present

THE HIGH NET WORTH ADVISORY GROUP, LLC

Office #1: 8880 Tamiami Trail North, Naples, FL 34108

RIA

CRD#: 309997

Naples, FL

Past

August 5, 2020 - August 6, 2020

THE HIGH NET WORTH ADVISORY GROUP, LLC

RIA

CRD#: 309997

NAPLES, FL

Past

November 19, 2003 - October 2, 2020

RAYMOND JAMES & ASSOCIATES, INC.

RIA

CRD#: 705

NAPLES, FL

Past

July 3, 2003 - October 2, 2020

RAYMOND JAMES & ASSOCIATES, INC.

CRD#: 705

NAPLES, FL

Past

January 23, 1996 - July 7, 2003

EDWARD JONES

CRD#: 250

ST. LOUIS, MO

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".

THE HIGH NET WORTH ADVISORY GROUP, LLC

ADVISORY GROUP | ULTRA HIGH NET WORTH ADVISORY GROUP | THE HIGH NET WORTH ADVISORY GROUP, LLC

CRD#: 309997 / SEC#: 801-119234

RIA

Registered Investment Advisory firm - (8/5/2020 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.

Highlighted states indicate IAR registrations

IAR

Florida
(9/28/2020)

IAR

Louisiana
(10/5/2020)

IAR

Texas
(10/5/2020)

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.

Exams

State Security Law Exam

Series 63

Date: 1/25/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/22/1996

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 5/25/2004

General Securities Principal Examination

Principal/Supervisory Exam

Series 10

Date: 2/23/2004

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 1/13/2004

General Securities Sales Supervisor - Options Module Examination

Current Firm

THE HIGH NET WORTH ADVISORY GROUP, LLC

ADVISORY GROUP | ULTRA HIGH NET WORTH ADVISORY GROUP | THE HIGH NET WORTH ADVISORY GROUP, LLC

CRD#: 309997 / SEC#: 801-119234

RIA

Registered Investment Advisory firm - (8/5/2020 Approved)

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Contact information

Main Address

8880 Tamiami Trail North, Naples, FL 34108

Mailing Address

Phone number

+1 (866) 906-2325

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (16 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

THE HIGH NET WORTH ADVISORY GROUP, LLC FORM ADV PART 2A BROCHURE (1/29/2025)

Regulatory assets under management

Total Number of Accounts	1,119
AUM (Assets Under Management)	$ 769,848,336

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.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Howard J. Jordan

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Howard Joseph Jordan JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

THE HIGH NET WORTH ADVISORY GROUP, LLC

RAYMOND JAMES & ASSOCIATES, INC.

RAYMOND JAMES & ASSOCIATES, INC.

EDWARD JONES

Primary Firm SEC Registration

THE HIGH NET WORTH ADVISORY GROUP, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 1/25/1996

SIE

Date: 10/1/2018

Series 7

Date: 1/22/1996

Series 24

Date: 5/25/2004

Series 10

Date: 2/23/2004

Series 9

Date: 1/13/2004

Current Firm

THE HIGH NET WORTH ADVISORY GROUP, LLC

Contact information

SEC notice filing (16 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

THE HIGH NET WORTH ADVISORY GROUP, LLC

TRUST BUT VERIFY

Contact information

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