Vanessa I. Jourdan

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

• 06/2001 → 11/2017
  Banco Popular De Puerto Rico
  San Juan, PR
• 09/2015 → 11/2017
  Popular Securities, Llc
  San Juan, PR
• 03/2018 → 12/2019
  Southern Wealth Securities, Llc
  Dallas, TX
• 12/2017 → 02/2018
  Unemployed
  San Antonio, TX
• 07/2019 → 12/2019
  Southern Wealth Management, Lp
  Dallas, TX
• 12/2019 → 08/2021
  Jpmorgan Chase Bank Na
  San Antonio, TX
• 12/2019 → 08/2021
  Jpmorgan Securities Llc
  San Antonio, TX
• 08/2021 → Present
  Mariner Wealth Advisors
  San Antonio, TX

Previous Registrations

• 2019-07-01 → 2020-01-06
  Southern Wealth Management Llp
  Dallas, TX
  San Antonio, TX

Exams

• S66 Uniform Combined State Law Examination
  2019-06-20

Other Names

• Vanessa Ivette Jourdan Gonzalez
• Vanessa O'NEill Jourdan
• Vanessa Jourdan
• Vanessa Ivette Jourdan