Jardine Financial Group, LLC
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We work with clients in all stages of life. Our typical client is in or near retirement with investable assets of $1,000,000. The average age of our client is 65.

Clients utilizing Jardine Financial Group view their accounts and receive statements from Charles Schwab. We are simply added as the Registered Investment Advisor to manage the portfolio. Assets are not held directly with our firm.

Our office is located on the 6th floor of the Millennium tower in Addison, TX. Client appointments are held after the market closes Monday through Friday. Our sole focus during market hours is actively managing and maximizing the growth of our client's portfolios.

The minimum account size at Jardine Financial Group is $1,000,000. 
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Jardine Financial Group, LLC is a Registered Investment Advisor based in Addison, Texas. 
​Assets managed by Jardine Financial Group, LLC are held with Charles Schwab & Co.

Brokerage Products: Not FDIC Insured • No Bank Guarantee • May Lose Value

​Check the background of this firm or one of its investment professionals on FINRA's BrokerCheck.


  • Home
  • About
  • Qualifications
  • Compensation
  • Privacy Policy
  • Form ADV 2A
  • Code of Ethics
  • Client Advisory Agreement
  • Contact