Jordan Spencer is a CFP-designated registered investment advisor at Vox Financial Planning, based in Edmond, OK, with 6 years of industry experience. Jordan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Corporate Executives, Education Planning, Estate Planning, and 6 more. Their firm serves 6 clients with $450K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Vox Financial Planning delegates investment management to a third-party registered investment advisor. The fee for this sub-advisor is separate from Vox Financial Planning's fee and is disclosed in the sub-advisor's disclosure documents. Clients should understand the fees of both Vox Financial Planning and the sub-advisor to understand the total costs of services.
Contact
Jordan Spencer
Location
Edmond, OK
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jordan works as a Financial Counselor for Magellan Federal, providing financial education to members of the National Guard, taking about half of his time. He also assists another advisor with tax return preparation during tax season, but this does not take a significant amount of time during normal trading hours.
Employment History
Current Registrations
Vox Financial Planning
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
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