Morgan Stanley
46yrs
Top advisor by experience in Palo Alto
7yrs
Benjamin Jordan has worked in the financial industry for 7 years and is a fiduciary financial advisor based in Palo Alto, California. Benjamin has been with Merrill since 2024; before that, Benjamin spent two years at Ameriprise Financial Services and a year at Eagle Strategies. Merrill offers investment management, retirement plan consulting, and selecting outside investment managers and is paid through a percentage of assets, flat fees, and commissions.
One of 574 advisors with offices in Palo Alto, and one of 547 fiduciaries.
At a glance
Experience7 years (since 2019)
How that compares ?7 years in the industry
Office3075a Hansen Way, Palo Alto, CA 94304
FirmMerrill
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?2 states
Services through Merrill
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2024 – nowMerrillCurrent firm
- Sep 2022 – Jul 2024Ameriprise Financial Services, LLCPreviously
- Aug 2021 – Oct 2022Eagle Strategies LLCPreviously
Contact Benjamin
(800) 637-7455Firm headquarters in New York, NY. Ask for Benjamin. 3075a Hansen WayPalo Alto, CA 94304Office · Get directions
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Questions to ask Benjamin
Tailored to Benjamin’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Benjamin
How do I contact Benjamin?
Call Merrill at (800) 637-7455 and ask for Benjamin Jordan. Benjamin works from the Palo Alto, CA office.
How long has Benjamin been a financial advisor?
Benjamin has been in the industry since 2019, about 7 years. 7 years in the industry.
What licenses does Benjamin hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Benjamin a fiduciary?
Benjamin is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Benjamin paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Benjamin for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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