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
| Title | Managing Member & Chief Compliance Officer |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2008 |