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William Jordan Associates, Inc.

1.0

About this 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. 

Location details

23046 Avenida De La Carlota #150, Laguna Hills, CA, 92653, United States

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WeekdayScheduleStatus
Mon9:00 a.m. to 5:00 p.m.
Tue9:00 a.m. to 5:00 p.m.
Wed9:00 a.m. to 5:00 p.m.
Thu9:00 a.m. to 5:00 p.m.
Fri9:00 a.m. to 4:00 p.m.
SatClosed
SunClosed
1.06 reviews
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Dean Baldovin's profile image
Dean Baldovin 
on Google
3 years ago

Let's hope this thief left town or the country. Have you ever heard of Bernie Madoff... Stay clear of his entire family. 

Helping Hands's profile image
Helping Hands 
on Google
6 years ago

Adviser William Jordan of Orange County, Calif., has settled charges made by the Securities and Exchange Commission that he perpetrated a multi-million-dollar fraud on his clients. In his settlement, Mr. Jordan consented to a permanent injunction. The amount of disgorgement, prejudgment interest and civil penalties that he will pay will be determined by the federal district court in Orange County, Calif., the SEC said. The complaint alleges that Mr. Jordan raised more than $71 million from approximately 100 advisory clients ... read more

Philip Danna's profile image
Philip Danna 
on Google
7 years ago

Totally awful . William under investigation by the .S.E.C. To avoid recivership he has filed chapter 11 bankruptcy. He had relinquished his license and a CRO has been appointed . A lot of hard working people have lost a great deal . 

Chris Byrne's profile image
Chris Byrne 
on Google
7 years ago

Company has filed for bankruptcy protection 

Mary JO Stackhouse's profile image
Mary JO Stackhouse 
on Google
7 years ago

His priority is his own commission, definately not what is best for the client. 

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Frequently asked questions about William Jordan Associates, Inc.

How is William Jordan Associates, Inc. rated?

William Jordan Associates, Inc. has a 1 star rating with 6 reviews. 

When is William Jordan Associates, Inc. open?

William Jordan Associates, Inc. is closed now. It will open tomorrow at 9:00 a.m. 

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