JI
Jordan K. Izumi
CROSSMARK GLOBAL INVESTMENTS
Houston, TX 77079
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CRD#: 6575758
JI
Professional summary
Jordan Kealaonalani Izumi, CFP® is a registered financial advisor currently at CROSSMARK GLOBAL INVESTMENTS, INC. located in Houston, Texas and CROSSMARK DISTRIBUTORS, INC. located in Houston, Texas.
Jordan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Jordan has worked at 2 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
CRS (Client Relationship Summary) - RIA
Click below to view Jordan Kealaonalani Izumi's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
November 9, 2016 - Present
CROSSMARK GLOBAL INVESTMENTS, INC.
Office #1: 15375 Memorial Drive Suite 200, Houston, TX 77079RIA
CRD#: 113360
Houston, TX
Current
October 28, 2015 - Present
CROSSMARK DISTRIBUTORS, INC.
Office #1: 15375 Memorial Drive Suite 200, Houston, TX 77079Office #2: 15375 Memorial Drive Suite 200, Houston, TX 77079BD
CRD#: 14970
Houston, TX
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".
CG
CROSSMARK GLOBAL INVESTMENTS, INC.
CAPSTONE ASSET MANAGEMENT COMPANY | CROSSMARK GLOBAL INVESTMENTS, INC.
CRD#: 113360 / SEC#: 801-17695
RIA
Registered Investment Advisory firm - (7/26/1982 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(2/14/2018)
RR
Alaska(2/14/2018)
RR
Arizona(2/14/2018)
RR
Arkansas(2/14/2018)
RR
California(2/14/2018)
RR
Colorado(2/14/2018)
RR
Connecticut(2/14/2018)
RR
Delaware(2/14/2018)
RR
District of Columbia(2/14/2018)
RR
Florida(2/14/2018)
RR
Georgia(2/14/2018)
RR
Hawaii(2/14/2018)
RR
Idaho(2/14/2018)
RR
Illinois(2/14/2018)
RR
Indiana(2/14/2018)
RR
Iowa(2/14/2018)
RR
Kansas(2/14/2018)
RR
Kentucky(2/14/2018)
RR
Louisiana(2/14/2018)
RR
Maine(2/14/2018)
RR
Maryland(2/14/2018)
RR
Massachusetts(2/14/2018)
RR
Michigan(2/14/2018)
RR
Minnesota(2/14/2018)
RR
Mississippi(2/14/2018)
RR
Missouri(2/14/2018)
RR
Montana(2/14/2018)
RR
Nebraska(2/14/2018)
RR
Nevada(2/14/2018)
RR
New Hampshire(2/14/2018)
RR
New Jersey(2/14/2018)
RR
New Mexico(2/14/2018)
RR
New York(2/14/2018)
RR
North Carolina(2/14/2018)
RR
North Dakota(2/14/2018)
RR
Ohio(2/14/2018)
RR
Oklahoma(2/14/2018)
RR
Oregon(2/14/2018)
RR
Pennsylvania(2/14/2018)
RR
Puerto Rico(2/14/2018)
RR
Rhode Island(2/14/2018)
RR
South Carolina(2/14/2018)
RR
South Dakota(2/14/2018)
RR
Tennessee(2/14/2018)
RR
Texas(10/28/2015)
IAR
Texas(11/9/2016)
RR
Utah(2/14/2018)
RR
Vermont(2/14/2018)
RR
Virginia(2/14/2018)
RR
Washington(2/14/2018)
RR
West Virginia(2/14/2018)
RR
Wisconsin(2/14/2018)
RR
Wyoming(2/14/2018)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
CG
CROSSMARK GLOBAL INVESTMENTS, INC.
CAPSTONE ASSET MANAGEMENT COMPANY | CROSSMARK GLOBAL INVESTMENTS, INC.
CRD#: 113360 / SEC#: 801-17695
RIA
Registered Investment Advisory firm - (7/26/1982 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
15375 Memorial Drive Suite 200, Houston, TX 77079
Mailing Address
Phone number
(713) 260-9000
Established
Firm type
Fiscal year end
# of Employees
51
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 5,314 |
| AUM (Assets Under Management) | $ 7,093,712,521 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
