Jasmine Christine Jordan

Employer firm

Concorde Asset Management, LLC CRD 140367

$598M regulatory AUM 898 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 04/2018 → 07/2020
  Comprehensive Financial & Tax
  Manhattan Beach, CA
• 11/2014 → 12/2020
  California Pizza Kitchen
  Manhattan Beach, CA
• 09/2018 → Present
  Concorde Investment Services, Llc
  Livonia, MI
• 07/2019 → Present
  Concorde Asset Management, Llc
  Livonia, MI

Other Businesses

1) Sequent + Real Estate Wealth Management, Client Relationship Manager/Registered Assistant, El Segundo, CA, Start date 07/2020. Full time during trading hours. 2) Concorde Asset Management. Investment related. Assist with opening new third party money manager accounts. 1-5 hours per week during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2019-07-09

Other Names

• Jasmine Gonzalez
• Jasmine Christine Gonzalez