Unclaimed Profile

Caroline Ann Jordan

LENOX WEALTH MANAGEMENT, INC.·CINCINNATI, Ohio

Clean recordLENOX WEALTH MANAGEMENT, INC.

8044 MONTGOMERY ROAD, CINCINNATI, OH 45236CRD# 6298797Firm CRD# 132818

Profile Verification

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

Identity

Caroline Ann Jordan · CINCINNATI, OH

Registration

CRD #6298797 · LENOX WEALTH MANAGEMENT, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Caroline Ann Jordan is a registered financial advisor based in CINCINNATI, Ohio, affiliated with LENOX WEALTH MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

LENOX WEALTH MANAGEMENT, INC.

AUM

$644M

Regulatory assets under management

Employees

Total firm employees

View all advisors at LENOX WEALTH MANAGEMENT, INC. →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Other

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Other: CARRIED INTEREST

Regulatory

SEC/IARD CRD# 6298797

Firm CRD# 132818

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Frequently Asked Questions

What services does Caroline Ann Jordan offer?

Caroline Ann Jordan specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CINCINNATI, Ohio for a consultation.

What are Caroline Ann Jordan's credentials?

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

Where is Caroline Ann Jordan located?

Caroline Ann Jordan is based in CINCINNATI, Ohio, working with LENOX WEALTH MANAGEMENT, INC.. Their office serves clients in the CINCINNATI metropolitan area and surrounding communities.

How does Caroline Ann Jordan charge for services?

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

How large is LENOX WEALTH MANAGEMENT, INC.?

LENOX WEALTH MANAGEMENT, INC. has approximately 13 employees and manages $644M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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