Stephen Jordan

from Alchemi Wealth, LLC
SEC regulated
Regulated Investment Advisor
Stephen Jordan is a financial advisor based in Connecticut, Essex, with 13 years of experience. Stephen currently works for Alchemi Wealth, LLC. Stephen maintains a S65 license (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Stephen Jordan works at Alchemi Wealth, LLC
Alchemi Wealth, LLC is a financial advisory firm based in Essex, Connecticut. It currently has approximately $132,927,521 of assets under management and employs about 8 people. Alchemi Wealth, LLC uses a fee structure of and a percentage of assets under your management.
Certifications and registrations
Uniform Investment Adviser Law Examination (S65)
Years registered
1 years
Fee structure
and a percentage of assets under your management
Office location
35 Pratt Street, Suite 202, Essex, Connecticut, 6426

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