Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donna? Claim Your ProfileDonna Jordan is a financial advisor with OneAscent Wealth Management, a firm based in Birmingham, Alabama. Donna has been a licensed insurance agent in Florida for many years and is also an adjunct instructor for Florida State University. Donna is a Certified Financial Planner with over 30 years of experience in the financial services industry. Donna is dedicated to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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FL
09/29/2022 - Present
Oneascent Wealth Management (Pensacola FL)
TX
04/22/2002 - 08/01/2005
VERITRUST FINANCIAL, LLC (AUSTIN TX)
CA
02/23/1995 - 04/22/2002
ARAGON FINANCIAL SERVICES, INC. (IRVINE CA)
IN
07/19/1993 - 06/07/1994
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
07/19/1993 - 06/07/1994
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NA
07/10/1990 - 09/09/1992
LINCOLN FINANCIAL ADVISORS CORPORATION
NA
07/10/1990 - 09/09/1992
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
NY
04/26/1989 - 04/26/1991
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
IN
05/15/1984 - 09/12/1989
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IN
05/15/1984 - 04/06/1989
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
NA
01/27/1989 - 03/07/1989
SOURCE SECURITIES, INC.
NA
05/15/1984 - 01/03/1989
LINCOLN NATIONAL PENSION INSURANCE COMPANY
BC
Issued 05/14/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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