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All members of our customer service staff undergo a lengthy training process and have passed the NASD Series 6 exam. Our goal at the Jordan Opportunity Fund is to provide complete customer satisfaction through high quality staff and services.

* To ensure the security of your account, financial transactions and account inquiries cannot be handled by e-mail. Therefore, please do not include account-specific or personal information (such as Social Security number, account number, or account balance) in your e-mail correspondence.

  • Individual Investors: 1-800-441-7013
  • Financial Professionals: 1-800-441-7013