Jordan
Izumi
Crossmark Global Investments, Inc
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About this Advisor
Jordan Izumi is a financial advisor based in Houston, Texas, working with Crossmark Global Investments, Inc. Jordan has previously held positions at Capstone Asset Planning Company, Ag Financial, Capstone Asset Management Company, and Crossmark Global Investments, Inc. Jordan has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, Jordan is part of Crossmark Global Investments, Inc, which operates out of Houston, Texas. The firm has 1 office and 45 employees. The firm manages assets totaling $5.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for institutional clients. The fee structure at Crossmark Global Investments, Inc includes asset-based fees.
Certifications and Registrations
Services Offered
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Crossmark Global Investments, Inc Brokerage Details
$5,807,109,087
45
5,613
$1,034,582
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
Jordan Izumi Work History
Crossmark Global Investments, Inc
Capstone Asset Planning Company
Capstone Asset Management Company
Capstone Asset Management Company
Ag Financial
Disclosures
Please visit the SEC profile of Jordan Izumi 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 Crossmark Global Investments, Inc
Houston, TX
Encino, CA
Houston, TX
Franklin, TN
Houston, TX
Houston, TX
Houston, TX
Boston, MA
The content in this profile was updated by SmartAsset on 6/19/2024. 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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