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David Paul Jordan

Managing Member & Chief Compliance OfficerIndependent Wealth Management LLCCRD 2348335

About David Paul Jordan

David Paul Jordan is listed as Managing Member & Chief Compliance Officer at Independent Wealth Management LLC in Kenosha, WI. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Independent Wealth Management LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does David Paul Jordan work?

David Paul Jordan is listed as Managing Member & Chief Compliance Officer at Independent Wealth Management LLC on SEC Form ADV.

How much of Independent Wealth Management LLC does David Paul Jordan own?

Form ADV reports a beneficial ownership band of Over 75%.

Independent Wealth Management LLC

TitleManaging Member & Chief Compliance Officer
OwnershipOver 75%
Control personYes
Since2008
View Independent Wealth Management LLC →