Jordan L. Fee

ALLIUM FINANCIAL ADVISORS

Lake Oswego, OR 97034

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CRD#: 7466875

Professional summary

Jordan Lawrence Jeffrey Fee, who also goes by Jordan Fee, is a registered financial advisor currently at ALLIUM FINANCIAL ADVISORS, LLC located in Lake Oswego, Oregon.

Jordan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Jordan has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jordan Fee

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.

EMPLOYEE OF THE VANGUARD GROUP, INC (PARENT COMPANY OF VANGUARD MARKETING CORPORATION) 100 VANGUARD BLVD, MALVERN, PA 19355

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jordan Lawrence Jeffrey Fee'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®

None

Experience

Current

November 16, 2023 - Present

ALLIUM FINANCIAL ADVISORS, LLC

Office #1: 310 N State Street Suite 208, Lake Oswego, OR 97034

RIA

CRD#: 288462

Lake Oswego, OR

Past

January 10, 2022 - November 16, 2023

VANGUARD ADVISERS, INC.

RIA

CRD#: 106715

Scottsdale, AZ

Past

December 21, 2021 - November 16, 2023

VANGUARD MARKETING CORPORATION

CRD#: 7452

SCOTTSDALE, AZ

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".

ALLIUM FINANCIAL ADVISORS, LLC

CRD#: 288462 / SEC#: 801-110536

RIA

Registered Investment Advisory firm - (5/16/2017 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

California
(11/16/2023)

IAR

Oregon
(11/16/2023)

IAR

Texas
(11/16/2023)

IAR

Washington
(11/16/2023)

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

IAR

Series 66

Date: 1/6/2022

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 12/21/2021

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/18/2021

Securities Industry Essentials Examination

Current Firm

ALLIUM FINANCIAL ADVISORS, LLC

CRD#: 288462 / SEC#: 801-110536

RIA

Registered Investment Advisory firm - (5/16/2017 Approved)

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Contact information

Main Address

310 N State Street Suite 208, Lake Oswego, OR 97034

Mailing Address

Phone number

(877) 487-6860

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

20250225 ADV 2A DISCLOSURE BROCHURE - ALLIUM FINANCIAL ADVISORS (6/6/2025)

Regulatory assets under management

Total Number of Accounts	680
AUM (Assets Under Management)	$ 638,921,337

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
01/29/2025	Cover Page	Report
02/20/2024	Cover Page	Report
01/24/2023	Cover Page	Report

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.

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Jordan L. Fee

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jordan Lawrence Jeffrey Fee's CRS (Customer Relationship Summary).

Certified licenses

Experience

ALLIUM FINANCIAL ADVISORS, LLC

VANGUARD ADVISERS, INC.

VANGUARD MARKETING CORPORATION

Primary Firm SEC Registration

ALLIUM FINANCIAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 1/6/2022

Series 7TO

Date: 12/21/2021

SIE

Date: 10/18/2021

Current Firm

ALLIUM FINANCIAL ADVISORS, LLC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

ALLIUM FINANCIAL ADVISORS, LLC

TRUST BUT VERIFY

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