Donna
Jordan
Oneascent Wealth Management
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About this Advisor
Donna Jordan is a certified financial planner based in Pensacola, Florida who has 1 year of industry experience. Jordan is currently employed by Oneascent Wealth Management. Over the course of their career, Jordan has held roles at Jordan Financial Services, Money Professionals LLC and Oneascent Wealth Management, LLC. Jordan is registered to operate in Alabama and Florida. Oneascent Wealth Management is a firm based out of Birmingham, AL. The company has offices in five locations and a total of 37 employees. It has $471 million in assets among its 2,357 client accounts, placing it among the bigger investment advisory firms in the country by assets under management. Of its 2,357 client accounts, 16% belong to high-net-worth clients who have at least $1 million in assets. Oneascent Wealth Management provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors usually depend on which services the firm provides the client. Fee types billed by Oneascent Wealth Management likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Oneascent Wealth Management Brokerage Details
$470,673,074
37
2,357
$199,692
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Donna Jordan Work History
Donna has been registered as a financial advisor for 1 years.*
Oneascent Wealth Management, LLC
Money Professionals LLC
Jordan Financial Services
*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 Donna Jordan 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 Oneascent Wealth Management
Birmingham, AL
Myrtle Beach, SC
Birmingham, AL
Birmingham, AL
Birmingham, AL
Birmingham, AL
Birmingham, AL
Birmingham, AL
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
