Daphne Jordan, financial advisor Austin TX

Daphne Jordan

CRD Number: 6525427
Current Firm: Pioneer Wealth Management Group

Daphne Jordan (CRD# 6525427) is an Investment Advisor Representative working at Pioneer Wealth Management Group in Austin, TX and has 1 year of experience in the finance industry. Daphne Jordan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Pioneer Wealth Management Group Austin, TX Nov 2017 - Current 6
Austin Asset Management Austin, TX Jun 2013 - Oct 2017 4

Daphne Jordan has no recent exams reported.
Contact Info for Daphne L. Jordan
Phone Number: 512-334-6800
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    215
    MILLIONS
  • Total Number of Accounts
    1,195
    ACCOUNTS
  • Average Account Value
    $179,759
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other
Types of Clients
Registered States

CA, NY, TN, TX, WA

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