Jordan Spinosa
Jordan Spinosa is a CFP-designated registered investment advisor at Spinosa Wealth Management Group, based in Mandeville, LA, with 11 years of industry experience. Jordan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 152 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Spinosa Wealth Management Group offers investment management through a wrap fee program. Please see the Wrap Fee Program Brochure for information regarding fees and compensation for this service.
Location
4565 Lasalle Street, Suite 201, Mandeville, LA, 70471
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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.
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Jordan is an officer/agent for JRS & Associates, a business entity for tax/investment purposes only, since 2020. This takes nearly a full-time commitment, with 160 hours per month, and 140 hours during securities trading.
Employment History
Current Registrations
Spinosa Wealth Management Group
LPL Financial LLCBroker
State Registrations1 state
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