Jordan Davis Mathews

Employer firm

Ascension Capital Advisors, Inc. CRD 109518

$939M regulatory AUM

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 07/2016 → Present
  Ascension Capital Advisors
  Houston, TX

Previous Registrations

• 2011-04-27 → 2016-07-07
  Sage Harbor Advisors, Inc.
  Houston, TX
• 2009-03-12 → 2009-06-29
  Trippon Wealth Management Group Llc
  Houston, TX

Other Businesses

D. Truitt and Lorna Davis Foundation; Not-investment related. 1623 Harvard St. Houston, Texas 77008; Charitable foundation focusing on early childhood education. Board member, vice president and investment committee member. 2013. 1 hour per month. Prepare and present summary financial spreadsheet to board and investment committee, attend board and investment committee meetings, and implement investment committee decisions.

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-03-29