Jordan Lawrence jeffrey Fee
Investment adviser representative at Allium Financial Advisors, LLC
10 yearsExperience
4 statesRegistered in
CFADesignation
$733.5MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Allium Financial Advisors, LLCNov 2023 to now
- The Vanguard Group Inc.Nov 2021 to Nov 2023
- UnemployedAug 2021 to Nov 2021
- Work Unlimited Inc.Dec 2019 to Jul 2021
- Rise Services Inc.Sep 2018 to Jul 2020
- Associated Students of Oregon State UniversitySep 2018 to Jun 2019
- Oregon State UniversitySep 2016 to Jun 2021
- Self-employedSep 2016 to Apr 2018
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 4 states (CA, OR, TX, WA).
Allium Financial Advisors, LLC
$733.5MAssets managed
243Clients
7Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7466875
- Firm CRD
- 288462