Unclaimed Profile

Bjorn Jordan

CL WEALTH MANAGEMENT LLC·SCHAUMBURG, Illinois

CL WEALTH MANAGEMENT LLC

425 N. MARTINGALE RD., SCHAUMBURG, IL 60173CRD# 4366435Firm CRD# 134922

Profile Verification

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

Identity

Bjorn Jordan · SCHAUMBURG, IL

Registration

CRD #4366435 · CL WEALTH MANAGEMENT LLC

Brand Profile

Not yet started

Disclosure history

2 disclosures on file · See FINRA BrokerCheck for full record

About

Bjorn Jordan is a registered financial advisor based in SCHAUMBURG, Illinois, affiliated with CL WEALTH MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

CL WEALTH MANAGEMENT LLC

AUM

$533M

Regulatory assets under management

Employees

Total firm employees

View all advisors at CL WEALTH MANAGEMENT LLC →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Other: THIRD PARTY ADVISORY FEES

Regulatory

SEC/IARD CRD# 4366435

Firm CRD# 134922

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Bjorn Jordan offer?

Bjorn Jordan specializes in Financial Planning, Investment Management. Contact their office in SCHAUMBURG, Illinois for a consultation.

What are Bjorn Jordan's credentials?

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

Where is Bjorn Jordan located?

Bjorn Jordan is based in SCHAUMBURG, Illinois, working with CL WEALTH MANAGEMENT LLC. Their office serves clients in the SCHAUMBURG metropolitan area and surrounding communities.

How does Bjorn Jordan charge for services?

Bjorn Jordan's firm is compensated through percentage of aum, hourly charges, subscription fees, other: third party advisory fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CL WEALTH MANAGEMENT LLC?

CL WEALTH MANAGEMENT LLC has approximately 44 employees and manages $533M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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