Jorden Mumphrey's Contact Details

Jorden Mumphrey's Company Details

Canterbury Tollgate

Brentwood, Tennessee, US • 20 - 49 Employees
Investment Bank/Securities Brokerage

What makes Weise different is simple, yet hard to find in today’s economic environment. Our distinction is our culture and that culture is created because of some of the most sophisticated, loyal, and passionate professionals in the industry. Our unique approach is grounded in the idea of discovering what is true, whether that truth is perceived good or bad. Only when we uncover reality can we move forward effectively and successfully. We and our clients live by these core principles: 1) Treat others with respect and dignity always. 2) Do the right thing every time. 3) Focus on processes and principles; not fads and trends. 4) Define, write, and adhere to your personal mission. 5) Be honest with yourself. Think independently and impartially. 6) Understand that humans make mistakes and be forgiving. 7) Fight the natural tendency to take the path of least resistance. 8) Treat your mind, body, and relationships with utmost respect. 9) Focus on continuous growth and learning. -- Weise Risk Advisors, LLC (WRA) provides insurance, risk management, and business planning services. WRA does not participate in giving legal or tax advice. Weise Captial Advisors, LLC (WCA) is a division of Capital Markets IQ, a SEC Registered Investment Advisor. Not a broker-dealer. Please send all investment related emails to admin@weise.co or your Wealth Advisor’s weise.co email address. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.