AUMdb
CL

Charles Lovett Jordan

CRD 4180001 Certified Financial Planner Has disclosures

Firms

FirmRoleAs of
Corient Private Wealth Lp Registered representative 07/20/2026

Roster data from IAPD; titles from the firms' websites where enriched.

Source

Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗