Jasmine Jordan
Jasmine Jordan is a registered investment advisor at Concorde Asset Management, LLC, based in San Francisco, CA, with 7 years of industry experience. Jasmine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 3,253 clients with $490M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Concorde Asset Management offers investment management services with fees that are negotiable. The fees do not include platform fees and custodial expenses. Total fees to your representative typically range from 1% to 2% and can only be changed with your approval in advance.
Fees for Discretionary Investment Management accounts can reach a maximum of 2.25% annually, including platform fees. This fee covers the representative's fee, the subadvisor or model manager's fee, and the overlay platform fee. Custodian fees are separate.
Location
44 Montgomery Street, Suite 1610, San Francisco, CA, 94104
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Regulatory History (1)
Financial
June 2018Other Business Activities
Jasmine works full-time as a Client Relationship Manager/Registered Assistant for Sequent + Real Estate Wealth Management since 2020. She also assists with opening new third party money manager accounts for Concorde Asset Management, dedicating a few hours per week.
Employment History
Current Registrations
Concorde Asset Management, LLC
Concorde Investment Services, LLCBroker
State Registrations1 state
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.