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Jordan Kealaonalani Izumi

Crossmark Global Investments, Inc.

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About Jordan Kealaonalani Izumi

Jordan Kealaonalani Izumi is a registered representative and investment advisor representative, and has been in the industry since October 2015. Jordan is currently registered with Crossmark Global Investments, Inc. in Houston, Texas. Jordan holds a Series 63, Series 65, Series 7, and Series 24 license. Jordan is also a Certified Financial Planner™. Jordan has worked at Crossmark Global Investments, Inc. since January 2018.

Firm Information

Jordan Izumi is currently registered with Crossmark Global Investments, Inc.. Crossmark Global Investments, Inc. is an investment advisor based in Houston, Texas. The firm manages approximately $1 billion to $10 billion in assets for individuals, businesses, investment companies, and other institutions. Crossmark Global Investments specializes in portfolio management and offers discretionary and non-discretionary investment management services. They also participate in wrap fee programs.
Crossmark Global Investments, Inc.

15375 MEMORIAL DRIVE

HOUSTON, TX 77079

$7.00B

Assets Under Management

Not reported

Total Clients

21

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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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.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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 Izumi’s Registration & Firm History

TX

11/09/2016 - Present

Crossmark Global Investments, Inc. (HOUSTON TX)

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Licenses & Designations

IA

Issued 01/13/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/05/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/04/2018

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/13/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jordan Kealaonalani Izumi.
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