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Jordan Cayce Waldrep

TRUEMARK INVESTMENTS, LLC·CHICAGO, Illinois
Unclaimed Profile
433 W. VAN BUREN STREET, CHICAGO, IL 60607CRD# 4026703Firm CRD# 306600
01

About

Jordan Cayce Waldrep is a registered financial advisor based in CHICAGO, Illinois, affiliated with TRUEMARK INVESTMENTS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Institutional Investors
03

Firm Overview

Firm
TRUEMARK INVESTMENTS, LLC
TRUEMARK INVESTMENTS
AUM
$243M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at TRUEMARK INVESTMENTS, LLC →
Services
Portfolio management (pooled investments)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4026703
Firm CRD# 306600
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jordan Cayce Waldrep offer?
Jordan Cayce Waldrep specializes in Investment Management, Fee-Only Advisory. Contact their office in CHICAGO, Illinois for a consultation.
What are Jordan Cayce Waldrep's credentials?
Jordan Cayce Waldrep is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jordan Cayce Waldrep located?
Jordan Cayce Waldrep is based in CHICAGO, Illinois, working with TRUEMARK INVESTMENTS, LLC. Their office serves clients in the CHICAGO metropolitan area and surrounding communities.
How does Jordan Cayce Waldrep charge for services?
Jordan Cayce Waldrep'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 TRUEMARK INVESTMENTS, LLC?
TRUEMARK INVESTMENTS, LLC has approximately 3 employees and manages $243M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Illinois
OAK BROOK (135)NAPERVILLE (120)NORTHBROOK (119)EVANSTON (103)DOWNERS GROVE (83)
City Guides
OAK BROOK GuideNAPERVILLE GuideNORTHBROOK GuideEVANSTON GuideDOWNERS GROVE Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
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