Unclaimed Profile

Edward Neill Jordan

KNIGHTS OF COLUMBUS ASSET ADVISORS LLC·NEW HAVEN, Connecticut

SIE, Series 6, Series 7, Series 63CFAClean record5 years registeredKNIGHTS OF COLUMBUS ASSET ADVISORS LLC

ONE COLUMBUS PLAZA, NEW HAVEN, CT 06510CRD# 1311047Firm CRD# 174129

Profile Verification

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

Identity

Edward Neill Jordan · NEW HAVEN, CT

Registration

CRD #1311047 · KNIGHTS OF COLUMBUS ASSET ADVISORS LLC · 5 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: KNIGHTS OF COLUMBUS ASSET ADVISORS LLC

KNIGHTS OF COLUMBUS ASSET ADVISORS LLC

Jun 2021 – Feb 2023

New Haven, CT

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Registration record

First registered · June 7, 2021

Years registered · 5

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

KNIGHTS OF COLUMBUS ASSET ADVISORS LLC

CRD 174129 · SEC 801-80844

AUM

$27.2B

Regulatory assets under management

Employees

225

3,799 client accounts

Services offered by KNIGHTS OF COLUMBUS ASSET ADVISORS LLC

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

View all advisors at KNIGHTS OF COLUMBUS ASSET ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Edward Neill Jordan offer?

Edward Neill Jordan specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory.

What are Edward Neill Jordan's credentials?

Edward Neill Jordan holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Edward Neill Jordan located?

Edward Neill Jordan is based in NEW HAVEN, Connecticut, last registered with KNIGHTS OF COLUMBUS ASSET ADVISORS LLC.

How does Edward Neill Jordan charge for services?

Edward Neill Jordan's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is KNIGHTS OF COLUMBUS ASSET ADVISORS LLC?

KNIGHTS OF COLUMBUS ASSET ADVISORS LLC has approximately 225 employees and manages $27.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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