Jordan Douglas Benold
CFP®Professional Summary
Jordan Douglas Benold, CFP® is a registered financial advisor currently at BENOLD FINANCIAL PLANNING located in Prosper, Texas. Jordan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Jordan has worked at 1 firm.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Financial Planning
- Investment Management
- Education Funding
- Business Services
- Risk Management & Insurance
- Cashflow & Budgeting
- Retirement Planning
- Health Care & Long-Term Care Planning
- Social Security & Medicare Planning
- Estate & Legacy Planning
Biography
My name is Jordan Benold, and I am a Certified Financial Planner™ at Benold Financial Planning. I have a passion for financial planning and guiding people through the thicket of financial jargon, rules and regulations to help them achieve financial independence. I want my clients to feel confident and safe that they are making the correct decisions for their personal situation. I aide pre-retirement professionals through the following topics: ? Investment Management ? Risk (Insurance)...
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
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Disclosures on record.
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.
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Credentials
Years of Experience
7 years in the financial services industry
Current & Past Employments
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Current Firm
BENOLD FINANCIAL PLANNING | THE BENOLD COMPANY | STEPHEN D. BENOLD,DOING BUSINESS AS THE BENOLD COMPANY | BENOLD, STEPHEN, DOUGLAS | BENOLD FINANCIAL PLANNING INC.
Contact Information
Main Address
Georgetown, TXPhone Number
(512) 818-1800# of Employees
2SEC notice filing (1 States and Territories)
Registered to provide investment advisory services in 1 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
184AUM (Assets Under Management)
$139,050,428Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
BENOLD FINANCIAL PLANNING | THE BENOLD COMPANY | STEPHEN D. BENOLD,DOING BUSINESS AS THE BENOLD COMPANY | BENOLD, STEPHEN, DOUGLAS | BENOLD FINANCIAL PLANNING INC.
State Registrations and Notice Filings
(6/27/2019)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Jordan Douglas Benold's CRS (Customer Relationship Summary).
Services Offered by Jordan
- Financial Planning
- Investment Management
- Education Funding
- Business Services
- Risk Management & Insurance
- Cashflow & Budgeting
- Retirement Planning
- Health Care & Long-Term Care Planning
- Social Security & Medicare Planning
- Estate & Legacy Planning
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