Jordan Freund

Employer firm

Mariner CRD 140195

$125B regulatory AUM 216 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• 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

• 02/2022 → 12/2022
  Rbc Wealth Management
  Bend, OR
• 04/2021 → 02/2022
  Ubs Financial Services
  Bend, OR
• 08/2018 → 04/2021
  Beacon Pointe Advisors
  Newport Beach, CA
• 08/2017 → 08/2018
  Pacific Edge Advisors
  Corona Del Mar, CA
• 05/2016 → 08/2018
  Bank Of New York Mellon
  Newport Beach, CA
• 01/2023 → 02/2023
  Unemployed
  Bend, OR
• 06/2023 → 01/2024
  Suneel Garg
  Los Angeles, CA
• 03/2023 → 05/2023
  Suneel Garg
  Los Angeles, CA
• 04/2023 → 01/2024
  Stella Oak Financial - Northwestern Mutual
  Los Angeles, CA
• 01/2024 → 02/2026
  Beacon Pointe Advisors
  Newport Beach, CA
• 02/2026 → Present
  Mariner
  Overland Park, KS

Previous Registrations

• 2024-01-29 → 2026-02-25
  Beacon Pointe Advisors, Llc
  Newport Beach, CA
  Newport Beach, CA
• 2023-06-08 → 2024-02-07
  Northwestern Mutual Investment Services, Llc
  Los Angeles, CA
• 2022-03-09 → 2023-01-03
  Rbc Capital Markets, Llc
  Bend, OR
• 2021-06-30 → 2022-03-15
  Ubs Financial Services Inc.
  Bend, OR
• 2019-11-14 → 2021-05-18
  Beacon Pointe Advisors, Llc
  Newport Beach, CA

Exams

• S63 Uniform Securities Agent State Law Examination
  2022-02-01
• S65 Uniform Investment Adviser Law Examination
  2019-11-14

Other Names

• Jordan Nicole Freund
• Jordan Freund