Donna K. Jordan

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CRD#: 1248379

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Donna Kay Jordan, AIF®, CFP®, who also goes by Donna Long Jordan, was a registered financial professional .

Donna is a previously registered financial professional and started their career in finance in 1984. Donna had worked at 9 firms and has passed the Series 6 exam.

Question & Answer

Are you a "fiduciary"?

Aliases

Donna Long Jordan

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

DONNA JORDAN IS A LICENSED INSURANCE AGENT (LIFE AND HEALTH)IN THE STATE OF FLORIDA, OPERATING UNDER THE NAME JORDAN FINANCIAL SERVICES, A SOLE PROPRIETORSHIP. THIS BUSINESS IS NOT INVESTMENT RELATED AND REQUIRES 1-2 HOURS PER MONTH, MOST OF WHICH IS NOT DURING SECURITIES TRADING HOURS. DONNA JORDAN IS ALSO AN ADJUNCT INSTRUCTOR FOR FLORIDA STATE UNIVERSITY, AND IS A CONTRACT INSTRUCTOR FOR INSURENET INC. (A PROVIDER OF CONTENT AND INSTRUCTION FOR FINANCIAL COURSES DELIVERED THROUGH EDUCATIONAL INSTITUTIONS AND PROVIDE BUSINESS. THE TIME INVOLVEMENT IS 4-5 HOURS PER WEEK, NONE OF WHICH IS DURING SECURITIES TRADING HOURS. DONNA JORDAN IS AN INVESTMENT ADVISER REPRESENTATIVE OF MONEY PROFESSIONALS, LLC, A FLORIDA REGISTERED INVESTMENT ADVISER. THE BUSINESS IS INVESTMENT RELATED. 625 EAST ROMANA STREET, PENSACOLA, FL 32502. OWNER/IAR. START DATE IS 7/2004. APPROXIMATELY 1/2 TIME IS DEVOTED TO MONEY PROFESSIONALS, LLC.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

AIF^®

Accredited Investment Fiduciary

CFP^®

Certified Financial Planner

Start date: 1991

Experience

Past

August 19, 2022 - December 16, 2024

ONEASCENT WEALTH MANAGEMENT

RIA

CRD#: 308057

Pensacola, FL

Past

July 29, 2004 - December 1, 2022

MONEY PROFESSIONALS, LLC

RIA

CRD#: 132080

PENSACOLA, FL

Past

April 22, 2002 - August 1, 2005

VERITRUST FINANCIAL, LLC

CRD#: 106594

AUSTIN, TX

Past

February 23, 1995 - April 22, 2002

ARAGON FINANCIAL SERVICES, INC.

CRD#: 16023

IRVINE, CA

Past

July 19, 1993 - June 7, 1994

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

CRD#: 2580

FORT WAYNE, IN

Past

July 19, 1993 - June 7, 1994

OSAIC FA, INC.

CRD#: 3978

FORT WAYNE, IN

Past

July 10, 1990 - September 9, 1992

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

CRD#: 2580

Past

July 10, 1990 - September 9, 1992

OSAIC FA, INC.

CRD#: 3978

Past

April 26, 1989 - April 26, 1991

GUARDIAN INVESTOR SERVICES LLC

CRD#: 6635

NEW YORK, NY

Past

January 27, 1989 - March 7, 1989

SOURCE SECURITIES, INC.

CRD#: 8026

Past

May 15, 1984 - January 3, 1989

LINCOLN NATIONAL PENSION INSURANCE COMPANY

CRD#: 10293

Past

May 15, 1984 - April 6, 1989

OSAIC FA, INC.

CRD#: 3978

FORT WAYNE, IN

Past

May 15, 1984 - September 12, 1989

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

CRD#: 2580

FORT WAYNE, IN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ONEASCENT WEALTH MANAGEMENT

ONEASCENT WEALTH MANAGEMENT | SOVEREIGN FAMILY OFFICE | ONEASCENT WEALTH MANAGEMENT LLC

CRD#: 308057 / SEC#: 801-118682

RIA

Registered Investment Advisory firm - (5/11/2020 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

General Industry/Product Exam

Series 6

Date: 5/14/1984

Investment Company Products/Variable Contracts Representative Examination

Current Firm

ONEASCENT WEALTH MANAGEMENT

ONEASCENT WEALTH MANAGEMENT | SOVEREIGN FAMILY OFFICE | ONEASCENT WEALTH MANAGEMENT LLC

CRD#: 308057 / SEC#: 801-118682

RIA

Registered Investment Advisory firm - (5/11/2020 Approved)

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Contact information

Main Address

23 Inverness Center Parkway, Birmingham, AL 35242

Mailing Address

Phone number

(205) 313-9142

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (16 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

OAWM ADV PART 2A (3/20/2025)

Regulatory assets under management

Total Number of Accounts	2,138
AUM (Assets Under Management)	$ 431,684,302

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Donna K. Jordan

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

MONEY PROFESSIONALS, LLC

VERITRUST FINANCIAL, LLC

ARAGON FINANCIAL SERVICES, INC.

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

OSAIC FA, INC.

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

OSAIC FA, INC.

GUARDIAN INVESTOR SERVICES LLC

SOURCE SECURITIES, INC.

LINCOLN NATIONAL PENSION INSURANCE COMPANY

OSAIC FA, INC.

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Primary Firm SEC Registration

ONEASCENT WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 6

Date: 5/14/1984

Current Firm

ONEASCENT WEALTH MANAGEMENT

Contact information

SEC notice filing (16 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ONEASCENT WEALTH MANAGEMENT

TRUST BUT VERIFY

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