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Jordan Scott Watson

Tandem Investment Advisors Inc

Charleston, SC

CRD 7078150

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Employer firm

Tandem Investment Advisors Inc CRD 109392

$3.45B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • UMA MODEL PROVIDER

From the firm’s Form ADV. Read the guides:

Current Employers
Tandem Investment Advisors Inc

145 King Street Suite 400, Charleston, SC 29401-2229 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2019-11-21
  • SC RA
    APPROVED
    Since 2019-11-21

Branch Locations

145 King Street Suite 400, Charleston, SC 29401-2229 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cornerstone Wealth Advisory Group North Charleston SC 06/2018 11/2019
College Of Charleston Charleston SC 08/2014 05/2018
Tandem Investment Advisors, Inc Charleston SC 11/2019 03/2024
Tandem Investment Advisors, Inc Charleston SC 03/2024 Present
Previous Registrations
  • 2019-04-20 → 2019-11-07
    Keeler & Co., Llc
    N Charleston, SC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-04-19
  • S65 Uniform Investment Adviser Law Examination
    2019-04-19
Designations
  • Chartered Financial Analyst
Other Names
  • Jordan Watson

View on SEC IAPD

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