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Jordan Vander poorten

Golden State Equity Partners, LLC

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About Jordan Vander poorten

Jordan Vander poorten is a Certified Financial Planner with over 7 years of experience in the financial services industry. Jordan currently works as a Financial Advisor at Golden State Equity Partners, LLC. Jordan is a Registered Investment Advisor (IA) in California and has passed the Series 65 exam. Prior to joining Golden State Equity Partners, LLC, Jordan worked as a Financial Advisor at TVN Wealth Management Inc. and as a Certified Public Accountant (CPA) at VDP CPA. Jordan has a diverse background in accounting and financial services, which allows him to provide a comprehensive range of financial planning services to clients. Jordan specializes in helping individuals, families, and businesses achieve their financial goals.

Firm Information

Jordan Vander poorten is currently registered with Golden State Equity Partners, LLC. Golden State Equity Partners, LLC is a wealth management firm headquartered in SOUTH COAST METRO, CA. They offer a range of services, including financial planning, portfolio management for individuals, and selection of other advisors. They manage approximately $743,725,447 in assets for 4,106 clients. Their client base includes high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and individuals other than high-net-worth. The firm participates in a wrap fee program.
Golden State Equity Partners, LLC

201 E. SANDPOINTE AVE

SOUTH COAST METRO, CA 92707

$743.73M

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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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 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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other

Financial planning fees

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Jordan Vander poorten’s Registration & Firm History

CA

01/01/2025 - Present

Golden State Equity Partners, LLC (NEWPORT BEACH CA)

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Licenses & Designations

IA

Issued 04/25/2017

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jordan Vander poorten.
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