JR
JR

Jordan Allen Reinertson

3 Years of Experience
Broker
Areas of Practice
Retirement PlanningEducation PlanningEstate PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9179 advisors
Number of Clients
574,829 clients
Average Client Portfolio
$348K average
Assets Under Management
$200.3B

Fee Structure

Minimum Investment:$5.5K
Financial Planning:Investment management only
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Location

2032 Brentwood Blvd, Grand Island, NE, 68801

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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.

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Other Business Activities

Jordan works as a basketball official and golf instructor, activities that are not investment-related. Jordan also works as a financial advisor at Five Points Bank and as an investment adviser representative at Novem Group (about half their time).

Employment History
Current Registrations
Osaic Wealth, INC.Broker
October 2024 - Present · 1 yr 4 mos
Novem Group
November 2022 - Present · 3 yrs 3 mos
Previous Registrations
American Portfolios Financial Services, INC.Broker
October 2022 - October 2024 · 2 yrs
State Registrations11 states
CACOFLIAKSMDMONEORTXWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Jordan Allen Reinertson - Financial Advisor | TrueAdvisor