Jordan Braunstein
Jordan Braunstein is a registered investment advisor at Oneamerica Securities, INC., based in Parsippany, NJ, with 13 years of industry experience. Jordan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Education Planning, Estate Planning, Investment Management, and 2 more. Their firm serves 2,300 clients with $310M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Overall advisory fees generally range from 0.25% to 2.00% of assets under management, depending on the program and investments selected.
Fee Estimator
Location
14 Walsh Dr, Suite 201, Parsippany, NJ, 07054
Get directionsHistory
Regulatory History (1)
Judgment / Lien
November 2020Other Business ActivitiesSells Insurance
Jordan is the Owner/President of Integrative Wealth Strategies, focusing on college planning and fixed insurance sales. This includes selling fixed life and fixed annuity products.
Employment History
Current Registrations
Oneamerica Securities, INC.
Oneamerica Securities, INC.Broker
Previous Registrations
Paradigm Wealth Advisory LLC
LPL Financial LLCBroker
Janney Montgomery Scott LLCBroker
Janney Montgomery Scott LLC
Morgan Stanley
Morgan StanleyBroker
State Registrations6 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.
Exams
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- Daniel Aguanno, CFPOnepoint Bfg Wealth Partners