Jordan
Lisnock
West Wealth Group, LLC
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About this Advisor
Jordan Lisnock is a financial advisor working in Irvine, California who has 1 year of relevant experience. Lisnock is an advisor for West Wealth Group, LLC. The advisor has gained experience at California State University, Long Beach, Cengage Learning Publishing, City Of Huntington Beach, Pacific Life Insurance Company, Bml Wealth Management, West Wealth Group and Pacific Select Distributors, LLC. Lisnock maintains a Series 65 license, certifying them as an investment advisor representative, and is able to serve investors in California. West Wealth Group, LLC is a business headquartered in Irvine, CA. The company has offices in two locations and a total of nine financial advisors. It oversees $285 million in total assets among its 1,707 accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. Of its 1,707 customer accounts, just 3% are associated with high-net-worth individuals who have at least $1 million in investable assets. The company offers a wide assortment of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, publication of newsletters and educational seminars. Fees charged by financial advisors vary depending on the services. Fees charged by West Wealth Group, LLC can consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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West Wealth Group, LLC Brokerage Details
$285,104,095
9
1,707
$167,021
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
Jordan Lisnock Work History
Jordan has been registered as a financial advisor for 1 years.*
West Wealth Group
Bml Wealth Management
Pacific Life Insurance Company
Pacific Select Distributors, LLC
Cengage Learning Publishing
City Of Huntington Beach
California State University, Long Beach
City Of Huntington Beach
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jordan Lisnock to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at West Wealth Group, LLC
Irvine, CA
Irvine, CA
Indian Wells, CA
Irvine, CA
Irvine, CA
Irvine, CA
Indian Wells, CA
Irvine, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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