Jasmine Christine Jordan
Investment adviser representative at Concorde Asset Management, LLC
12 yearsExperience
1 stateRegistered in
$598.4MFirm assets
14 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Concorde Asset Management, LLCJul 2019 to now
- Concorde Investment Services, LLCSep 2018 to now
- Comprehensive Financial & TaxApr 2018 to Jul 2020
- California Pizza KitchenNov 2014 to Dec 2020
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (CA).
Concorde Asset Management, LLC
$598.4MAssets managed
3,705Clients
79Advisers
14 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
- 6941621
- Firm CRD
- 140367