Jordan Kealaonalani Izumi

CFP

Crossmark Global Investments, INC.

10 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment Management

Crossmark Global Investments, INC.

Compensation

Fee-Only (AUM)

Firm Size

20 advisors

Number of Clients

6,209 clients

Average Client Portfolio

$1.1M average

Assets Under Management

$7.0B

Fee Structure

Financial Planning:Investment management only

Minimum Annual Fee:$2,500

Location

15375 Memorial Drive, Suite 200, Houston, TX, 77079

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.

Employment History

Current Registrations

Crossmark Global Investments, INC.

November 2016 - Present · 9 yrs 3 mos

Crossmark Distributors, INC.Broker

October 2015 - Present · 10 yrs 4 mos

State Registrations52 states

AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTWAWIWVWY

AdvisorBrokerBoth

Exams

No exam information available for this advisor.