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Jordan Andrew Lisnock

West Wealth Group, LLC

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About Jordan Andrew Lisnock

Jordan Lisnock is an investment advisor representative with West Wealth Group, LLC. Jordan has been in the financial services industry for over 10 years and specializes in portfolio management for individuals and financial planning. Jordan is a licensed investment advisor representative with the state of California and holds the Series 6 and Series 65 licenses as well as the SIE. Jordan has previously worked with Pacific Select Distributors, LLC and BML Wealth Management. Jordan is committed to providing clients with personalized financial advice and services that help them reach their financial goals.

Firm Information

Jordan Lisnock is currently registered with West Wealth Group, LLC. West Wealth Group, LLC is a financial advisory firm located in Irvine, CA. The firm provides financial planning, portfolio management, and pension consulting services to individuals, high-net-worth individuals, corporations, pension plans, and other clients. The firm has over $349 million in assets under management and is registered with the SEC.
West Wealth Group, LLC

2 PARK PLAZA

IRVINE, CA 92614

$349.28M

Assets Under Management

Not reported

Total Clients

9

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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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Jordan Lisnock’s Registration & Firm History

CA

11/25/2022 - Present

West Wealth Group, LLC (IRVINE CA)

CA

11/18/2016 - 08/30/2019

PACIFIC SELECT DISTRIBUTORS, LLC (NEWPORT BEACH CA)

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Licenses & Designations

IA

Issued 11/12/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/18/2016

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jordan Andrew Lisnock.
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