Jordan Randall Spinosa

Employer firm

Spinosa Wealth Management Group CRD 170903

$191M regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers

Spinosa Wealth Management Group

4565 Lasalle Street Suite 201, Mandeville, LA 70471 • United States

Current Registrations

Authority	Category	Status	Date
LA	RA	APPROVED	2022-08-15

LA RA
APPROVED

Since 2022-08-15

Branch Locations

4565 Lasalle Street Suite 201, Mandeville, LA 70471 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Lpl Financial, Llc	Mandeville	LA	06/2014	Present
Spinosa Wealth Management Group	Spinosa Wealth Management Group	LA	12/2016	08/2022
Spinosa Wealth Management Group, Llc	Mandeville	LA	08/2022	Present

06/2014 → Present

Lpl Financial, Llc

Mandeville, LA
12/2016 → 08/2022

Spinosa Wealth Management Group

Spinosa Wealth Management Group, LA
08/2022 → Present

Spinosa Wealth Management Group, Llc

Mandeville, LA

Other Businesses

1. JRS & ASSOCIATES- Not Investment Related - 4565 LaSalle St., Mandeville, Louisiana 70471 - Business Entity For Tax/Investment Purposes Only- Officer/Agent - Start Date - 01/01/2020- 160 Hours Per Month/140 Hours During Securities Trading.