Unclaimed Profile

Jordan Cayce Waldrep

TRUEMARK INVESTMENTS, LLC·CHICAGO, Illinois

Series 3, Series 7, Series 63Clean record16 years registeredTRUEMARK INVESTMENTS, LLC

433 W. VAN BUREN STREET, CHICAGO, IL 60607CRD# 4026703Firm CRD# 306600

Profile Verification

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

Identity

Jordan Cayce Waldrep · CHICAGO, IL

Registration

CRD #4026703 · TRUEMARK INVESTMENTS, LLC · 16 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: TRUEMARK INVESTMENTS, LLC

BLACKFIN CAPITAL, LLC

Jun 2014 – Feb 2018

DALLAS, TX

HOURGLASS CAPITAL, LLC

Sep 2009 – Dec 2013

HOUSTON, TX

Registrations & Exams

FINRA examinations passed

Series 3

Series 7

Series 63

Registration record

First registered · September 1, 2009

Years registered · 16

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TRUEMARK INVESTMENTS, LLC

CRD 306600 · SEC 801-117961

AUM

$243M

Regulatory assets under management

Employees

17 client accounts

Services offered by TRUEMARK INVESTMENTS, LLC

Per Form ADV

Portfolio management (pooled investments)

Client types served by the firm

Per Form ADV

Institutional Investors

View all advisors at TRUEMARK INVESTMENTS, LLC →

Introduction

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Frequently Asked Questions

What services does Jordan Cayce Waldrep offer?

Jordan Cayce Waldrep specializes in Investment Management, Fee-Only Advisory.

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, last registered with TRUEMARK INVESTMENTS, LLC.

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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