Glennel Jordan
Glennel Jordan is a registered investment advisor at Osaic Wealth, INC., based in Honolulu, HI, with 17 years of industry experience. Glennel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
1163 S. Beretania Street, Honolulu, HI, 96814
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Glennel is the CEO of Summit Financial Advisors, an LLC providing comprehensive financial planning, life insurance, securities, and LTC insurance. He dedicates nearly full-time hours to this role, with a significant portion focused on securities trading.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
MML Investors Services, LLCBroker
MML Investors Services, LLC
Msi Financial Services, INC.Broker
Msi Financial Services, INC.
LPL Financial LLC
LPL Financial LLCBroker
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Signator Investors, INC.Broker
State Registrations9 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.