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Diana Morales Jordan

Teamwork Financial Advisors, LLC

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About Diana Morales Jordan

Diana Jordan is an Investment Advisor Representative with Teamwork Financial Advisors, LLC. Diana has been in the industry since 1988 and holds Series 6, 63 and 65 licenses. Diana specializes in financial planning and portfolio management for both individuals and businesses. Diana is registered to provide investment advisory services in Texas.

Firm Information

Diana Jordan is currently registered with Teamwork Financial Advisors, LLC. Teamwork Financial Advisors, LLC is a registered investment advisor located in San Antonio, TX. The firm provides financial planning and portfolio management services for individuals and businesses. Teamwork Financial Advisors manages approximately $653,563,110 in assets for 4,115 clients, including individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. The firm employs 14 licensed agents and 13 investment advisor representatives.
Teamwork Financial Advisors, LLC

8 DOMINION DRIVE BLDG 100-103

SAN ANTONIO, TX 78257

$653.56M

Assets Under Management

2

Total Clients

12

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Diana Jordan’s Registration & Firm History

TX

04/24/2018 - Present

Teamwork Financial Advisors, LLC (SAN ANTONIO TX)

CA

03/25/1996 - 03/25/1997

WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)

MN

04/11/1994 - 12/31/1995

FORTIS INVESTORS, INC. (OAKDALE MN)

NJ

06/08/1988 - 12/16/1993

PRUCO SECURITIES CORPORATION (NEWARK NJ)

NJ

06/08/1988 - 12/10/1993

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)

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Licenses & Designations

IA

Issued 04/24/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/11/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/06/1988

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Diana Morales Jordan.
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