Jordan Robert Brenner

Employer firm

Pinion Wealth Management, LLC CRD 114556

$837M regulatory AUM 56 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2019 → 05/2023
  Edward Jones
  St Louis, MO
• 01/2014 → 02/2019
  City Of Oxnard
  Oxnard, CA
• 05/2023 → Present
  Pinion Investment Advisors
  Fresno, CA

Previous Registrations

• 2019-05-08 → 2023-05-23
  Edward Jones
  Clovis, CA
  St Louis, MO
  Clovis, CA
  Clovis, CA
  Clovis, CA

Other Businesses

Pinion Insurance Agency-Investment Related-1605 N Waterfront Parkway, Suite 200, Wichita, KS 67206, Insurance Agency, Insurance Agent-05/2023, 10hours/month, 3 during trading hours. Providing fixed and variable products.

Exams

• S66 Uniform Combined State Law Examination
  2019-05-04

Designations

• Certified Financial Planner