JP
CFP
JP
CFP

Jordan Ryan Pence

9 Years of Experience
Sells Insurance
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
146 clients
Average Client Portfolio
$588K average
Assets Under Management
$85.8M

Fee Structure

Minimum Investment:$100K
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $500K1.00%
$500K - $1.0M0.80%
$1M+0.60%

Investment Management fees may be negotiable with MHA.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

3713 Gilbert Ct, Flower Mound, TX, 75022

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Jordan is involved with ARC Insurance Agency, marketing and selling fixed insurance products, dedicating about 10-20% of their time. Jordan is also a managing partner at Wealth Concepts Inc DBA Advisors Resource Company, overseeing sales and operations of a fixed insurance business, spending a few hours per week.

Employment History
Current Registrations
Mha Financial CORP
September 2023 - Present · 2 yrs 5 mos
Previous Registrations
Bfc Planning, INC.
November 2013 - November 2017 · 4 yrs
Securities Management & Research, INC.Broker
November 2013 - November 2017 · 4 yrs
Hornor, Townsend & Kent, INC.
October 2010 - November 2013 · 3 yrs 1 mo
Hornor, Townsend & Kent, INC.Broker
June 2010 - November 2013 · 3 yrs 5 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.
Jordan Ryan Pence - Financial Advisor | TrueAdvisor