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RJ

Richard Jordan

FORTRESS ESTATE SOLUTIONS, P
FRISCO, TX 75034
Some features on this profile are disabled
CRD#: 5273476
RJ

Professional summary

Richard Jordan is a registered financial advisor currently at FORTRESS ESTATE SOLUTIONS, PLLC located in Frisco, Texas.

Richard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Richard has worked at 1 firm and has passed the Series 65 exam.

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 Richard 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

March 27, 2007 - Present

FORTRESS ESTATE SOLUTIONS, PLLC

Office #1: 3535 Victory Group Way Suite 610, Frisco, TX 75034
RIA
CRD#: 142809
FRISCO, 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
(3/27/2007)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/10/2007
Uniform Investment Adviser Law Examination

Current Firm

FE
FORTRESS ESTATE SOLUTIONS, PLLC
FORTRESS ESTATE SOLUTIONS, PLLC

CRD#: 142809 / SEC#:

Texas
Registered Investment Advisory firm - (3/27/2007 Approved)
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Contact information

Main Address
3535 Victory Group Way Suite 610, Frisco, TX 75034
Mailing Address
Phone number
(972) 325-1700
Established
Firm type
Fiscal year end
# of Employees
3

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts121
AUM (Assets Under Management)$ 50,500,000

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

FORTRESS ESTATE SOLUTIONS, PLLC

CRD#: 142809Frisco, TX 75034

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