Vanessa
Jourdan
Mariner Wealth
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About this Advisor
Vanessa Jourdan is a financial advisor based in San Antonio, Texas, working with Mariner Wealth. Vanessa has previously held positions at Banco Popular De Puerto Rico, Popular Securities, LLC, Southern Wealth Securities, LLC, Southern Wealth Management, Lp, Jpmorgan Chase Bank Na, Jpmorgan Securities LLC, and Mariner Wealth Advisors. Vanessa has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Vanessa is part of Mariner Wealth, which operates out of San Antonio, Texas. The firm has 68 offices and 1,498 employees. The firm manages assets totaling $81.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars, and other services. The fee structure at Mariner Wealth includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Mariner Wealth Brokerage Details
$81,106,925,484
1,498
132,567
$611,818
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Vanessa Jourdan Work History
Mariner Wealth Advisors
Southern Wealth Management, Lp
Jpmorgan Chase Bank Na
Jpmorgan Securities LLC
Southern Wealth Securities, LLC
Popular Securities, LLC
Banco Popular De Puerto Rico
Disclosures
Please visit the SEC profile of Vanessa Jourdan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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