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Jordan Chambers Drinkhouse

Xena Financial Planning, LLC

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About Jordan Chambers Drinkhouse

Jordan Drinkhouse is an Investment Advisor Representative at Xena Financial Planning, LLC, a Registered Investment Advisor firm in Portland, Oregon. Jordan is a Certified Financial Planner™ professional with experience in the financial services industry. Jordan has experience providing investment advisory and financial planning services to individuals and businesses. Jordan provides financial planning, education seminars and portfolio management for individuals. Jordan is also a real estate agent with Realty Ohio.

Firm Information

Jordan Drinkhouse is currently registered with Xena Financial Planning, LLC. Xena Financial Planning, LLC is a financial planning firm that provides financial planning, educational seminars, and portfolio management services to individuals. The firm has 3 investment adviser representatives.

Not reported

Assets Under Management

Not reported

Total Clients

3

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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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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Jordan Drinkhouse’s Registration & Firm History

OR

11/07/2024 - Present

Xena Financial Planning, LLC (PORTLAND OR)

OH

01/01/2021 - 06/02/2022

NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)

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Licenses & Designations

BC

Issued 05/16/2021

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 05/08/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/28/2020

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 12/22/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jordan Chambers Drinkhouse.
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