JJ
Jordan M. Jones
MEDORA VALUE EQUITY
Mobile, AL 36602
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CRD#: 6658426
JJ
Professional summary
Jordan Mcmurphy Jones is a registered financial advisor currently at MEDORA VALUE EQUITY, LLC located in Mobile, Alabama.
Jordan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Jordan 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.
Business Name: Richmond Hill Investments, LLC Address: 381 Park Avenue South, Suite 1101, New York, NY 10016 Business Nature: Registered Investment Adviser; investment-related firm Position: Consultant Start Date of Position: 5/16/2016 Approximate Hours Devoted per Month: 1 Approximate Hours Devoted per Month during Securities Trading: 1 Description: Consulting for prior employer, Richmond Hill Investments, LLC, regarding their investment in JOD Holdings, LLC. Business Name: Leavell Investment Management, Inc. Address: 210 St. Joseph St., Mobile, AL 36602 Business Nature: Registered Investment Adviser; investment-related firm Position: Subadvisor Start Date of Position: 9/1/2016 Approximate Hours Devoted per Month: 1; exact same strategy as Medora main accounts so no real incremental time Approximate Hours Devoted per Month during Securities Trading: 1 Description: Subadvisor to accounts of Leavell. The subadvisory accounts mimic the same strategy as main Medora accounts so no material incremental time is spent. Business Name: ElbFeeder, Inc. Address: Fort Anne, South Quay, Douglas; Isle of Man IM1 5PD Business Nature: Containership owning business Position: Director on Board of Directors Start Date of Position: 2017 Approximate Hours Devoted per Month: 1 Approximate Hours Devoted per Month during Securities Trading: 1 Description: Board member of company which owns small fleet of containerships Business Name: JOD Holdings, LLC Address: 15888 Ferrell's Creek Road, Belcher, KY 41513 Business Nature: Coal mining / mine-owning business Position: Chairman of Board of Directors Start Date of Position: 2020 Approximate Hours Devoted per Month: 10-20 Approximate Hours Devoted per Month during Securities Trading: 8-15 Description: Owns and operates several coal mines
CRS (Client Relationship Summary) - RIA
Click below to view Jordan Mcmurphy Jones'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®
NoneExperience
Current
July 14, 2016 - Present
MEDORA VALUE EQUITY, LLC
Office #1: 118 N Royal Street Suite 705, Mobile, AL 36602Office #2: 118 N. Royal Street Suite 705, Mobile, AL 36608RIA
CRD#: 284184
Mobile, AL
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
Alabama(7/18/2016)
IAR
Texas(7/14/2016)
Current Firm
MV
MEDORA VALUE EQUITY, LLC
MEDORA VALUE EQUITY, LLC
CRD#: 284184 / SEC#:
Alabama
Registered Investment Advisory firm - (7/18/2016 Approved)New York
Registered Investment Advisory firm - (6/24/2016 Approved)Texas
Registered Investment Advisory firm - (7/13/2016 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
118 N. Royal Street Suite 705, Mobile, AL 36608
Mailing Address
Phone number
(646) 216-9242
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 29 |
| AUM (Assets Under Management) | $ 12,000,000 |
Red Flags
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Company Information
MEDORA VALUE EQUITY, LLC
CRD#: 284184Mobile, AL 36602TRUST BUT VERIFY
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