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Jordan Elizabeth Dean

Full Sail Capital, LLC

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About Jordan Elizabeth Dean

Jordan Elizabeth Dean is a registered investment advisor representative with Full Sail Capital, LLC in Oklahoma City, Oklahoma. Jordan Elizabeth Dean is licensed to provide advisory services in Oklahoma and Texas. Jordan Elizabeth Dean has been in the financial industry since 2014. Jordan Elizabeth Dean has experience in various areas including financial planning, portfolio management, and selection of other advisors. Jordan Elizabeth Dean holds the Series 65 license and has a state exam category in Uniform Investment Adviser Law Examination. Full Sail Capital, LLC is a registered investment advisor firm with $1 billion - $10 billion in assets under management. Full Sail Capital, LLC provides financial planning, portfolio management for businesses and individuals, and portfolio management for pooled investment vehicles.

Firm Information

Jordan Dean is currently registered with Full Sail Capital, LLC. Full Sail Capital, LLC is an investment advisor based in Oklahoma City, OK. The firm manages approximately $1 billion to $10 billion in assets for a variety of clients, including high-net-worth individuals, corporations, pension plans, charitable organizations, and state or municipal government entities. The firm offers a range of advisory services, including financial planning, portfolio management, and selection of other advisors.
Full Sail Capital, LLC

124 N.W. 10TH ST

OKLAHOMA CITY, OK 73103

$1.83B

Assets Under Management

19

Total Clients

8

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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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percentage of assets

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

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Jordan Dean’s Registration & Firm History

OK

10/12/2023 - Present

Full Sail Capital, LLC (OKLAHOMA CITY OK)

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Licenses & Designations

IA

Issued 10/09/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jordan Elizabeth Dean.
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