Unclaimed Profile

Christopher Shane Jordan

MSH CAPITAL ADVISORS LLC·SCOTTSDALE, Arizona

SIE, Series 3, Series 7, Series 9, Series 10, Series 14, Series 24, Series 30, Series 63, Series 65Clean record25 years registeredMSH CAPITAL ADVISORS LLC

23350 N PIMA ROAD, SCOTTSDALE, AZ 85255-7153CRD# 2843281Firm CRD# 157835

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Christopher Shane Jordan · SCOTTSDALE, AZ

Registration

CRD #2843281 · MSH CAPITAL ADVISORS LLC · 25 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: MSH CAPITAL ADVISORS LLC

WELLS FARGO ADVISORS, LLC

May 2014 – Jun 2015

FORT LAUDERDALE, FL

MORGAN STANLEY

Apr 2013 – Feb 2014

SAN DIEGO, CA

MORGAN STANLEY

Sep 2012 – Feb 2013

BERKELEY, CA

LEGG MASON WOOD WALKER INC

Jan 2001 – Oct 2003

BALTIMORE, MD

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 9

Series 10

Series 14

Series 24

Series 30

Series 63

Series 65

Registration record

First registered · January 1, 2001

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MSH CAPITAL ADVISORS LLC

CRD 157835 · SEC 801-108933

AUM

$1.0B

Regulatory assets under management

Employees

1,920 client accounts

Services offered by MSH CAPITAL ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MSH CAPITAL ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Christopher Shane Jordan offer?

Christopher Shane Jordan specializes in Financial Planning, Investment Management, Wealth Management.

What are Christopher Shane Jordan's credentials?

Christopher Shane Jordan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Christopher Shane Jordan located?

Christopher Shane Jordan is based in SCOTTSDALE, Arizona, last registered with MSH CAPITAL ADVISORS LLC.

How does Christopher Shane Jordan charge for services?

Christopher Shane Jordan's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MSH CAPITAL ADVISORS LLC?

MSH CAPITAL ADVISORS LLC has approximately 29 employees and manages $1.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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