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Kathy M. Jordan

CAPITAL ONE ASSET MANAGEMENT, LLC·NEW ORLEANS, Louisiana
Unclaimed Profile
201 ST. CHARLES AVENUE, SUITE 2300, NEW ORLEANS, LA 70170CRD# 5821039Firm CRD# 110533
01

About

Kathy M. Jordan is a registered financial advisor based in NEW ORLEANS, Louisiana, affiliated with CAPITAL ONE ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
CAPITAL ONE ASSET MANAGEMENT, LLC
CAPITAL ONE ASSET MANAGEMENT, LLC
AUM
$2.5B
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at CAPITAL ONE ASSET MANAGEMENT, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
Market timing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5821039
Firm CRD# 110533
4 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kathy M. Jordan offer?
Kathy M. Jordan specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in NEW ORLEANS, Louisiana for a consultation.
What are Kathy M. Jordan's credentials?
Kathy M. Jordan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kathy M. Jordan located?
Kathy M. Jordan is based in NEW ORLEANS, Louisiana, working with CAPITAL ONE ASSET MANAGEMENT, LLC. Their office serves clients in the NEW ORLEANS metropolitan area and surrounding communities.
How does Kathy M. Jordan charge for services?
Kathy M. 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 CAPITAL ONE ASSET MANAGEMENT, LLC?
CAPITAL ONE ASSET MANAGEMENT, LLC has approximately 11 employees and manages $2.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Louisiana
BATON ROUGE (72)METAIRIE (53)LAFAYETTE (41)SHREVEPORT (30)MANDEVILLE (25)
City Guides
BATON ROUGE GuideMETAIRIE GuideLAFAYETTE GuideSHREVEPORT GuideMANDEVILLE Guide
Research
Advisor Fees in LouisianaNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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