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Matthew Paul Jordan

TREMONT REALTY CAPITAL LLC·NEWTON, Massachusetts
Clean recordTREMONT REALTY CAPITAL LLC
255 WASHINGTON STREET, NEWTON, MA 02458-1634CRD# 5697934Firm CRD# 283569

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Matthew Paul Jordan · NEWTON, MA
Registration
CRD #5697934 · TREMONT REALTY CAPITAL LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Matthew Paul Jordan is a registered financial advisor based in NEWTON, Massachusetts, affiliated with TREMONT REALTY CAPITAL LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
TREMONT REALTY CAPITAL LLC
TREMONT REALTY CAPITAL LLC
AUM
$752M
Regulatory assets under management
Employees
32
Total firm employees
View all advisors at TREMONT REALTY CAPITAL LLC →
Services
Pension consulting
04

Background

Compensation
Performance-based fees
Other: A PERCENTAGE OF THE EQUITY OF A CLIENT
Regulatory
SEC/IARD CRD# 5697934
Firm CRD# 283569
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Matthew Paul Jordan offer?
Matthew Paul Jordan specializes in Retirement Planning. Contact their office in NEWTON, Massachusetts for a consultation.
What are Matthew Paul Jordan's credentials?
Matthew Paul Jordan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Matthew Paul Jordan located?
Matthew Paul Jordan is based in NEWTON, Massachusetts, working with TREMONT REALTY CAPITAL LLC. Their office serves clients in the NEWTON metropolitan area and surrounding communities.
How does Matthew Paul Jordan charge for services?
Matthew Paul Jordan's firm is compensated through performance-based fees, other: a percentage of the equity of a client. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TREMONT REALTY CAPITAL LLC?
TREMONT REALTY CAPITAL LLC has approximately 32 employees and manages $752M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at TREMONT REALTY CAPITAL LLC

Sigrid Mendel Usen
NEWTON, MA
Daniel Owen Mee
NEWTON, MA
Gerald Douglas Lanois
NEWTON, MA
Jared Robert Lewis
NEWTON, MA
Fernando Diaz
NEWTON, MA
Jennifer Babbin Clark
NEWTON, MA

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Research
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