Daphne Lenore Jordan
Investment adviser representative at Pioneer Wealth Management Group
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$399.2MFirm assets
Are you Daphne Lenore Jordan? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Pioneer Wealth Management GroupNov 2017 to now
- Austin Asset ManagementJun 2013 to Oct 2017
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (TX).
Pioneer Wealth Management Group
Legal name: Pioneer Wealth Management Group, Inc
$399.2MAssets managed
499Clients
11Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6525427
- Firm CRD
- 133429