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DJ

Donna K. Jordan

Some features on this profile are disabled
CRD#: 1248379
DJ

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"?
No

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.
The advisor shows no other business activity.

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

BD
CRD#: 106594
AUSTIN, TX
Past

February 23, 1995 - April 22, 2002

ARAGON FINANCIAL SERVICES, INC.

BD
CRD#: 16023
IRVINE, CA
Past

July 19, 1993 - June 7, 1994

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

BD
CRD#: 2580
FORT WAYNE, IN
Past

July 19, 1993 - June 7, 1994

OSAIC FA, INC.

BD
CRD#: 3978
FORT WAYNE, IN
Past

July 10, 1990 - September 9, 1992

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

BD
CRD#: 2580
Past

July 10, 1990 - September 9, 1992

OSAIC FA, INC.

BD
CRD#: 3978
Past

April 26, 1989 - April 26, 1991

GUARDIAN INVESTOR SERVICES LLC

BD
CRD#: 6635
NEW YORK, NY
Past

January 27, 1989 - March 7, 1989

SOURCE SECURITIES, INC.

BD
CRD#: 8026
Past

May 15, 1984 - January 3, 1989

LINCOLN NATIONAL PENSION INSURANCE COMPANY

BD
CRD#: 10293
Past

May 15, 1984 - April 6, 1989

OSAIC FA, INC.

BD
CRD#: 3978
FORT WAYNE, IN
Past

May 15, 1984 - September 12, 1989

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

BD
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".
OW
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.

Exams

General Industry/Product Exam
RR
Series 6
Date: 5/14/1984
Investment Company Products/Variable Contracts Representative Examination

Current Firm

OW
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)
PREMIUM
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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
24

SEC notice filing (17 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts2,138
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.

Company Information

ONEASCENT WEALTH MANAGEMENT

CRD#: 308057

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