Partner/wealth Manager · Voisard Asset Management Group
Jordan B. Buffum
CRD 6590485 · Named on Form ADV at one SEC-registered adviser
At a glance
Voisard Asset Management Group, an SEC-registered wealth manager based in Grand Rapids, MI with $589 million in regulatory assets, lists Jordan B. Buffum on its Form ADV as Partner/wealth Manager, a control person.
Firms and roles
- Voisard Asset Management GroupPartner/wealth ManagerWealth manager · Grand Rapids, MI · $589M in regulatory assets
AtlasMembers
Jordan’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Douglas E. VoisardPresident, Voisard Asset Management Group
- Brandon D. BauerPartner/wealth Manager, Voisard Asset Management Group
- Elizabeth ParksChief Compliance Officer and Operations Manager, Voisard Asset Management Group
- Daniel C. HainesPartner/senior Wealth Manager, Voisard Asset Management Group
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jordan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.