Jordan Andrew Lisnock
Investment adviser representative at West Wealth Group, LLC
16 yearsExperience
2 statesRegistered in
$616.7MFirm assets
5 yearsFirm in business
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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
- Seminars and workshops
Experience
16 years in the industry.
- West Wealth Group, LLCNov 2022 to now
- Bml Wealth ManagementOct 2019 to now
- Pacific Select Distributors, LLCNov 2016 to Aug 2019
- Pacific Life Insurance CompanyAug 2016 to Aug 2019
- City of Huntington BeachFeb 2010 to Jun 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
West Wealth Group, LLC
$616.7MAssets managed
2,746Clients
20Advisers
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
- 6698513
- Firm CRD
- 316644