Jordan Financial LLC
Jordan Financial LLC
Personalized Financial Services
Personalized Financial Services
Hi, I am Rustin Jordan, the owner Jordan Financial LLC in Tampa, Florida, and I am looking forward to becoming your financial advisor. With my help and your commitment, I will make every effort to see that your investments achieve great success.
I specialize in individual stock investments with a hands-on approach. Most firms simply place clients in a basket of mutual funds that were picked out by a computer, charge some expensive fees, and call this financial advisement. At Jordan Financial LLC, I personally develop portfolios with clients and ensure that they get the full benefits of the dividends, spin-offs, and stock splits of their investments.
By keeping clients more involved with their money, investing becomes more efficient and interesting for them. Money is a very personal aspect of our lives; I believe that people should be more aware of what they invest in and how it performs for them.
At Jordan Financial LLC, you will always get personal services that you will not find from most financial firms. I always answer calls directly, even on weekends. Should I not be available when you get in touch, I guarantee that I personally find a way to reach you as soon as possible. Appointments are also always scheduled according to your convenience.
I guarantee, that I take your money matters as seriously as I do my own. Everyone's financial situations are different, and I help ensure that your assets are taken care of appropriately.
Company History
Company History
Jordan Financial LLC was established in March 2010 by Russell Jordan and his son, Rustin. Russell’s experience in the financial industry started with Merrill Lynch in the 1960's, where he worked as a stockbroker for more than 10 years. After years of hard work and dedication, he eventually became the vice president of the Mellon Bank trust department, where he stayed until 1999.
Upon retiring from Mellon Bank, Russell went on to form Alliance Family Investment Management, a registered investment advisory firm. Here, Russell was able to give more individualized attention and customized portfolios to best suit his clients.
When Alliance International Ltd., the senior company of Alliance Family Investment Management, dissolved in 2010, Russell went on to form Jordan Financial LLC with his son, Rustin. Russell remained active with the company up until his passing in November 2019.
Rustin Jordan's financial career started in 2000 when he was hired by Charles Schwab and Co. Inc. as a stockbroker trainee. Shortly after that, Rustin became a licensed stockbroker and was registered in 35 states. In December of 2002, Rustin went on to join his father at Alliance Family Investment Management. He obtained his license to become a Registered Investment Advisor Representative shortly after that. Rustin went on to form Jordan Financial LLC in March 2010. Rustin took over as President after the passing of his father in November 2019.
Mission Statement
Mission Statement
My goal is to provide clients with unparalleled customized and individual portfolio development. I want to treat clients like individuals, not like a number on a piece of paper. Moreover, I also want to promote financial inclusivity and literacy by providing affordable financial services that lead to great returns.