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Jordan Chick Gary

INVESTMENT AND ASSET PLANNING, LLC·WICHITA FALLS, Texas
INVESTMENT AND ASSET PLANNING, LLC
2110 KEMP BLVD, WICHITA FALLS, TX 76309-4314CRD# 1832939Firm CRD# 109119

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jordan Chick Gary · WICHITA FALLS, TX
Registration
CRD #1832939 · INVESTMENT AND ASSET PLANNING, LLC
Brand Profile
Not yet started
Disclosure history
2 disclosures on file · See FINRA BrokerCheck for full record
01

About

Jordan Chick Gary is a registered financial advisor based in WICHITA FALLS, Texas, affiliated with INVESTMENT AND ASSET PLANNING, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
INVESTMENT AND ASSET PLANNING, LLC
INVESTMENT & ASSET PLANNING, LLC
AUM
$44M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at INVESTMENT AND ASSET PLANNING, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Market timing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: SOLICITOR/REFERRAL FEES(ICON)
Regulatory
SEC/IARD CRD# 1832939
Firm CRD# 109119
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jordan Chick Gary offer?
Jordan Chick Gary specializes in Financial Planning, Investment Management. Contact their office in WICHITA FALLS, Texas for a consultation.
What are Jordan Chick Gary's credentials?
Jordan Chick Gary is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jordan Chick Gary located?
Jordan Chick Gary is based in WICHITA FALLS, Texas, working with INVESTMENT AND ASSET PLANNING, LLC. Their office serves clients in the WICHITA FALLS metropolitan area and surrounding communities.
How does Jordan Chick Gary charge for services?
Jordan Chick Gary's firm is compensated through percentage of aum, hourly charges, subscription fees, other: solicitor/referral fees(icon). Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is INVESTMENT AND ASSET PLANNING, LLC?
INVESTMENT AND ASSET PLANNING, LLC has approximately 1 employees and manages $44M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at INVESTMENT AND ASSET PLANNING, LLC

William John Niles
WICHITA FALLS, TX

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