Jordyn Middlebrooks is a registered investment advisor at Obran Capital Advisors LLC, based in Austin, TX, with 1 years of industry experience. Jordyn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 24 clients with $31M 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 | 1.00% |
Fee Estimator
Location
Austin, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jordyn is the proprietor of Reimagine Wealth LLC, a financial coaching and consulting business, dedicating about a quarter of her time to it. She also works as an Investment Adviser Representative at Obran Capital Advisors LLC (full-time) and Saltbox Financial LLC (a few hours per week).
Employment History
Current Registrations
Obran Capital Advisors LLC
Previous Registrations
Saltbox Financial LLC
State Registrations3 states
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