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Jacqueline Maureen Jordan

Hamilton Capital

Columbus, OH

CRD 6242298

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Employer firm

Hamilton Capital CRD 109116

$4.94B regulatory AUM 8 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting

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

Current Employers
Hamilton Capital

5025 Arlington Centre Blvd Suite 300, Columbus, OH 43220 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-11-21
OH RA APPROVED 2015-06-04
  • TX RA
    APPROVED
    Since 2023-11-21
  • OH RA
    APPROVED
    Since 2015-06-04

Branch Locations

5025 Arlington Centre Blvd. Suite 300, Columbus, OH 43220 • 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
Hamilton Capital Management Inc Columbus OH 05/2015 01/2018
Hamilton Capital, Llc Columbus OH 01/2018 12/2025
Hamilton Capital, Llc Columbus OH 01/2026 Present
  • 05/2015 → 01/2018
    Hamilton Capital Management Inc
    Columbus, OH
  • 01/2018 → 12/2025
    Hamilton Capital, Llc
    Columbus, OH
  • 01/2026 → Present
    Hamilton Capital, Llc
    Columbus, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-02-27
  • S66 Uniform Combined State Law Examination
    2015-02-27
Designations
  • Certified Financial Planner
Other Names
  • Jackie Leuby
  • Jacqueline Maureen Leuby

View on SEC IAPD

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MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · COLUMBUS, OH
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