TrueAdvisor
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JQ
CFP
JQ
CFP

Jordan Quinonez

Maslow Wealth Advisors
8 Years of Experience
Austin, TX
Sells Insurance
View SEC Summary
View SEC Summary

Jordan Quinonez is a CFP-designated registered investment advisor at Maslow Wealth Advisors, based in Austin, TX, with 8 years of industry experience. Jordan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Insurance Planning, and 4 more. Their firm serves 395 clients with $2.8B in assets under management.

Maslow Wealth Advisors
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
20 advisors
Number of Clients
395 clients
Average Client Portfolio
$7.2M average
Assets Under Management
$2.8B

Fee Structure

Planning is included in investment management (also available separately)
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Annual fee will not exceed 1.00% and is subject to a $10,000 minimum annual fee. Fees are individually negotiated based on portfolio size and complexity.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1601 South Mo Pac Expressway, Suite 125D, Austin, TX, 78746

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History

Regulatory History
Clean regulatory record

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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Other Business ActivitiesSells Insurance

Jordan is an independent licensed insurance agent since 2019, though not actively utilizing the license. The license is investment-related and based in Austin, TX.

Employment History
Current Registrations
Maslow Wealth Advisors
June 2023 - Present · 3 yrs 4 mos
Previous Registrations
Charles Schwab & CO., INC.Broker
January 2022 - May 2023 · 1 yr 4 mos
Charles Schwab & CO., INC.
January 2022 - May 2023 · 1 yr 4 mos
TD Ameritrade Investment Management, LLC
September 2018 - May 2023 · 4 yrs 8 mos
TD Ameritrade, INC.
September 2018 - October 2022 · 4 yrs 1 mo
TD Ameritrade, INC.Broker
August 2018 - May 2023 · 4 yrs 9 mos
State Registrations1 state
TX
Advisor

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
No exam information available for this advisor.
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