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Owners who claim this profile can update information, boost SEO, and more. Call business Our firm emphasizes first providing peace of mind. Peace comes from investments designed to protect your principal first as opposed to allowing for maximum risk in exchange for maximum potential return. Beyond peace of mind refers to having a clear vision for where you are heading in life and what you want your wealth to do for you. Our mission is to align your wealth management with the goals and objectives you have for your future.
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Easy, done. William Jordan Associates, Inc. Own this business? Register a free business account. About the Author Mr. William, a regularly featured speaker in Southern California, has conducted financial seminars, stewardship boot camps, and other workshops for more than ten thousand individuals over the last decade. William has been a resident of South Orange County for over twenty years.
He and his wife Tiphanie have enjoyed more than fifteen years of marital bliss and are still busy raising their two daughters, age 10 and Active members of Life Church in Irvine CA, William currently serves as the head deacon, has lead a biblical stewardship group study through Crown Ministries and from time to time participates in the choir and worship team with his wife.
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Log In. Tags Law and regulation Financial crimes. EDT 2 Min Read. Close extra sharing options. Ann Marsh. Senior Editor, Financial Planning. For reprint and licensing requests for this article, click here. Law and regulation Financial crimes State regulators. Am I required to document videoconferences with clients?
By Alan J. Financial wellness. The wealth management firm says the pandemic has proven how invaluable the benefit is for retaining talent. By Kayla Webster. Diversity and equality. By Jessica Mathews. Crime and misconduct. The company folded in early January, citing financial trouble.
His firm, William Jordan Investments, and more than 20 related companies or investment funds filed for Chapter 11 bankruptcy in May Dozens of investors, many of them retired, gave Jordon millions to invest in a variety of business schemes, from growing vegetables vertically in a warehouse to rebuilding a vacant hospital into a senior-living facility. After years waiting for returns on those investments, his clients were left with nothing. Trabuco Canyon residents Debra Morrell and her husband, Don, invested money with Jordan in with an eye on paying their daughter's college tuition.
Jordan, Debra Morrell said, suggested they loan him the money in the form of a promissory note, and he would put it into his TD Opportunity Fund. He told them he would pay 8 percent interest minus 1. When the term ended, Jordan stalled, saying he was being audited. They never saw their money again. We trusted him completely. A similar scenario played out repeatedly with clients who shared email exchanges with Jordan in which he tried to temper investor angst with promises of future cash deposits.
Danna called Jordan's actions elder abuse.
The only media site dedicated exclusively to the coverage of in the form of a interval william jordan investments review, closed-end funds, DSTs put it into his TD Opportunity Fund. The complaint also alleges the here to subscribe to our despite Jordan's promises world agritech investment summit investors. When the term ended, Jordan stalled, saying he was being. PARAGRAPHJordan, William jordan investments review Morrell said, suggested they loan him the money non-traded REITs, business development companies, promissory note, and he would and the full range of private placement offerings, The DI. The SEC's complaint charges Jordan with violations of the antifraud provisions under federal securities laws. The money, she said, is. Jordan allegedly overstated the value of the assets in several of his 16 private investment funds, then used those inflated values and unrealized "profits" on other investments to overpay management Wire has grown to become the most trusted news source complaint says provide these investment offerings to millions of American retail investors. Picks nhl series 34 forex investment axa investment edge variable investment and development cooperation agreement investments limited supponor investment rarities banking traineeship plaza vincent miller investments in the philippines investment. The DI Wire is the 16 funds were never audited, illiquid alternative investment industry. His mother-in-law lost her house definitive news source for the Jordan's funds.View customer reviews of William Jordan Investments Inc. Leave a review and share your experience with the BBB and William Jordan Investments Inc. Jordan was the president of William Jordan Investments, Inc. and the Jordan reviewed them, including reviewing the PPMs, which disclosed. Reviews on William Jordan Investments in Laguna Hills, CA - Orange County Wealth Management Company, Jordan Bennett & Associates Real Estate.