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Carl William Jordan

WILMINGTON FUNDS MANAGEMENT CORPORATION·WILMINGTON, Delaware
SIE, Series 7, Series 24, Series 53, Series 63Clean recordWILMINGTON FUNDS MANAGEMENT CORPORATION
1100 NORTH MARKET STREET, WILMINGTON, DE 19890-0001CRD# 2389994Firm CRD# 105163

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Carl William Jordan · WILMINGTON, DE
Registration
CRD #2389994 · WILMINGTON FUNDS MANAGEMENT CORPORATION
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 53
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
WILMINGTON FUNDS MANAGEMENT CORPORATION
CRD 105163 · SEC 801-22071
AUM
$14.8B
Regulatory assets under management
Employees
35
10 client accounts
Services offered by WILMINGTON FUNDS MANAGEMENT CORPORATION
Per Form ADV
Portfolio management (pooled investments)
Client types served by the firm
Per Form ADV
Institutional Investors
View all advisors at WILMINGTON FUNDS MANAGEMENT CORPORATION →
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04

Frequently Asked Questions

What services does Carl William Jordan offer?
Carl William Jordan specializes in Investment Management, Fee-Only Advisory. Contact their office in WILMINGTON, Delaware for a consultation.
What are Carl William Jordan's credentials?
Carl William Jordan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Carl William Jordan located?
Carl William Jordan is based in WILMINGTON, Delaware, working with WILMINGTON FUNDS MANAGEMENT CORPORATION. Their office serves clients in the WILMINGTON metropolitan area and surrounding communities.
How does Carl William Jordan charge for services?
Carl William 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 WILMINGTON FUNDS MANAGEMENT CORPORATION?
WILMINGTON FUNDS MANAGEMENT CORPORATION has approximately 35 employees and manages $14.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at WILMINGTON FUNDS MANAGEMENT CORPORATION

Matthew Douglas Glaser
WILMINGTON, DE
Andrew John Baldauf
WILMINGTON, DE
Thomas Richard Pierce
WILMINGTON, DE
Anthony Michael Roth
WILMINGTON, DE

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Nearby cities in Delaware
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