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Vanessa I. Jourdan

Mariner Wealth

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About Vanessa I. Jourdan

Vanessa Jourdan is a financial advisor associated with Mariner Wealth. Vanessa has been in the financial industry since June 2001. Prior to joining Mariner Wealth, Vanessa was employed by J.P. Morgan Securities LLC, Southern Wealth Securities, LLC, and Popular Securities, LLC. Vanessa holds a Series 7, Series 66, and SIE license. Vanessa specializes in portfolio management for individuals, businesses, and pooled investment vehicles. Vanessa also provides financial planning and pension consulting services.

Firm Information

Vanessa Jourdan is currently registered with Mariner Wealth. Mariner Wealth is an investment advisory firm based in Overland Park, KS, with over 700 investment adviser representatives and 194 licensed agents. The firm manages approximately $81.1 billion in assets for a diverse clientele, including individuals, high-net-worth individuals, families, institutions, and corporations. Mariner Wealth offers a range of investment advisory services, including financial planning, pension consulting, portfolio management for individuals and businesses, and family office services. The firm also provides educational seminars and publications.
Mariner Wealth

5700 W. 112TH STREET

OVERLAND PARK, KS 66211

$81.11B

Assets Under Management

200

Total Clients

684

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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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.

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family office services

Family office services

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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Vanessa Jourdan’s Registration & Firm History

TX

09/07/2021 - Present

Mariner Wealth (San Antonio TX)

TX

01/10/2020 - 08/18/2021

J.P. MORGAN SECURITIES LLC (San Antonio TX)

TX

08/28/2018 - 01/06/2020

SOUTHERN WEALTH SECURITIES, LLC (DALLAS TX)

PR

09/16/2015 - 11/27/2017

POPULAR SECURITIES, LLC (SAN JUAN PR)

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Licenses & Designations

BOTH

Issued 06/20/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/30/2024

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/15/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Vanessa I. Jourdan. Review regulatory record here.
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