Jordan
Reinertson

Novem Group

CRD#7639069
Investment Advisor
in Grand Island, NE

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About this Advisor

Jordan Reinertson is a financial advisor operating out of Grand Island, Nebraska who has 1 year of relevant experience. Reinertson is on the advisory team at Novem Group. The advisor has gained experience at Five Points Bank, Kearney Public Schools, Minden Public Schools, Gibbon Public Schools, Aurora Public Schools, University Of Nebraska-Lincoln, American Portfolios Financial Services, Inc and Novem Group. Reinertson maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to operate in Nebraska. Novem Group is a firm operating out of Rochester, NY. The company has offices in eight locations and a total of 57 advisors. It manages $1 billion in assets under management among its 4,203 customer accounts, placing it among the bigger financial advisory firms in the nation by assets under management. The firm advises three charitable organizations. Of its 4,203 client accounts, just 7% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. Novem Group has a broad array of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees charged by financial advisors usually depend on which service is offered. Fees billed by Novem Group most likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2032 Brentwood Blvd
Grand Island, NE 68801

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Novem Group Brokerage Details

Total Assets Under Management

$1,072,749,714

NE Average: $7,464,549,021
Total Number of Employees

57

NE Average: 88
Total Number of Accounts

4,203

NE Average: 3,892
Average Account Size

$255,234

NE Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Jordan Reinertson Work History

Jordan has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Five Points Bank

2022 - Present (2 years)

American Portfolios Financial Services, Inc

2022 - Present (2 years)

Novem Group

2020 - 2022 (2 years)

Kearney Public Schools

2015 - 2020 (5 years)

Minden Public Schools

2014 - 2015 (1 year)

Gibbon Public Schools

2014 - 2015 (1 year)

Aurora Public Schools

2014 - 2015 (1 year)

Minden Public Schools

2008 - 2013 (5 years)

University Of Nebraska-Lincoln

*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 Reinertson 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 Novem Group

Jeremy Raco
Rochester, NY
Chad Allen
Niagara Falls, NY
Colin Murray
Rochester, NY
Gregory Wagner
Rochester, NY
Casey Rossiter
Grand Island, NE
Torry Whitcher
Rochester, NY
Timothy Gerlach
Rochester, NY
Mackenzi Springer
Rochester, NY

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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