Jordan
Cramer
Momentum Independent Network Inc
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About this Advisor
Jordan Cramer is a financial advisor working in Norman, Oklahoma, who has 1 year of relevant experience. Cramer is currently employed by Momentum Independent Network Inc. Over the course of their career, they have held roles at Nafa Capital Markets, LLC, Metro Brothers Real Estate, Axa Advisors, LLC, Hornor Townsend & Kent Inc, Penn Mutual Life Insurance Company, Allstate Insurance Co and Kirby Steakhouse Mickey Mantles Bar. Cramer has Series 63 and Series 66 licenses, certifying them as a securities agent, and can advise clients in Oklahoma. Momentum Independent Network Inc is a registered investment company that has its headquarters in Dallas, TX. The company has offices in 93 locations and a total of 140 employees. It manages $825 million in total assets among its 3,028 client accounts, making it one of the bigger investment advisory firms in the country by assets under management. The firm provides financial advice to seven charities and foundations. Of its 3,028 customer accounts, just 8% are associated with high-net-worth clients who have at least $1 million in assets available to invest. The business provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters and educational seminars. Financial management fee schedules largely vary depending on which services are offered. Fee types billed by Momentum Independent Network Inc can include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Momentum Independent Network Inc Brokerage Details
$824,546,760
140
3,028
$272,307
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Jordan Cramer Work History
Jordan has been registered as a financial advisor for 1 years.*
Allstate Insurance Co
Kirby Steakhouse Mickey Mantles Bar
Hornor Townsend & Kent Inc
Penn Mutual Life Insurance Company
Axa Advisors, LLC
Nafa Capital Markets, LLC
Metro Brothers Real Estate
*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 Cramer 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 Momentum Independent Network Inc
Salado, TX
Dallas, TX
Henrico, VA
Winston Salem, NC
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
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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