Jordan Spinosa (CRD# 6065597) is an Investment Advisor Representative working at Spinosa Wealth Management Group in Mandeville, LA and has 1 year of experience in the finance industry. Jordan Spinosa 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.
CRD# 4945227
Second Line Capital, LLC
CRD# 5987927
Osaic Wealth, Inc.
CRD# 2798030
Wealthharbor Capital Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Spinosa Wealth Management Group, LLC | Mandeville, LA | Aug 2022 - Current | 1 |
| Lpl Financial, LLC | Mandeville, LA | Jun 2014 - Current | 9 |
| Spinosa Wealth Management Group | Spinosa Wealth Management Group, LA | Dec 2016 - Aug 2022 | 5 |
| Spinosa Wealth Management Group | Mandeville, LA | Apr 2012 - Jun 2014 | 2 |
- LA
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Total Assets Under Management128MILLIONS
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Total Number of Accounts269ACCOUNTS
-
Average Account Value$474,678
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
FL, LA, TX
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