Jordan Vander poorten
Investment adviser representative at Ascentis Independent Advisors, LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$2.1BFirm assets
Are you Jordan Vander poorten? 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 assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Ascentis Independent Advisors, LLCJan 2025 to now
- Golden State Equity Partners, LLCSep 2021 to now
- Tvn Wealth Management IncMar 2021 to now
- Vdp CpaJan 2018 to now
- Haskell & White LLPJul 2015 to Dec 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (CA).
Ascentis Independent Advisors, LLC
$2.1BAssets managed
2,815Clients
51Advisers
4 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
- 7361424
- Firm CRD
- 322879