Unclaimed Profile

Jordan M Blanchard

504 FUND ADVISORS, LLC·WILMINGTON, North Carolina

Series 65Clean record13 years registered504 FUND ADVISORS, LLC

1741 TIBURON DRIVE, WILMINGTON, NC 28403CRD# 6225239Firm CRD# 169663

Profile Verification

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

Identity

Jordan M Blanchard · WILMINGTON, NC

Registration

CRD #6225239 · 504 FUND ADVISORS, LLC · 13 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: 504 FUND ADVISORS, LLC

EQUALIZE CAPITAL LLC

Mar 2019 – Dec 2021

Wilmington, NC

504 FUND ADVISORS, LLC

Mar 2015 – Jun 2019

WILMINGTON, NC

PENNANT MANAGEMENT INC

Aug 2013 – Mar 2015

MILWAUKEE, WI

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · August 12, 2013

Years registered · 13

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

504 FUND ADVISORS, LLC

CRD 169663 · SEC 801-80810

AUM

$49M

Regulatory assets under management

Employees

1 client accounts

Services offered by 504 FUND ADVISORS, LLC

Per Form ADV

Portfolio management (pooled investments)

Client types served by the firm

Per Form ADV

Institutional Investors

View all advisors at 504 FUND ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Jordan M Blanchard offer?

Jordan M Blanchard specializes in Investment Management, Fee-Only Advisory.

What are Jordan M Blanchard's credentials?

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

Where is Jordan M Blanchard located?

Jordan M Blanchard is based in WILMINGTON, North Carolina, last registered with 504 FUND ADVISORS, LLC.

How does Jordan M Blanchard charge for services?

Jordan M Blanchard'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 504 FUND ADVISORS, LLC?

504 FUND ADVISORS, LLC has approximately 4 employees and manages $49M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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