JR
Jordan A. Reinertson
NOVEM GROUP
Grand Island, NE 68801
Some features on this profile are disabled
CRD#: 7639069
JR
Professional summary
Jordan Allen Reinertson, who also goes by Jordan Reinertson, is a registered financial advisor currently at NOVEM GROUP located in Grand Island, Nebraska and OSAIC WEALTH, INC. located in Grand Island, Nebraska.
Jordan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2022. Jordan has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jordan Reinertson
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.
1) FIVE POINTS BANK - INVESTMENT-RELATED, FINACIAL ADVISOR, START DATE 01/2023, 0% OWNERSHIP 2) NOVEM GROUP - RIA, INVESTMENT-RELATED, INVESTMENT ADVISER REPRESENTATIVE, START DATE 9/2022, 85 HRS/MONTH TOTAL, 85 HRS/MONTH DURING MARKET HRS 3) OSAIC WEALTH, INC. - BROKER/DEALER, INVESTMENT-RELATED, REGISTERED REPRESENTATIVE, START DATE 10/2024, 75 HRS/MONTH TOTAL, 75 HRS/MONTH DURING MARKET HRS 4) INSURANCE POSITION: Agent NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 08/01/2023 ADDRESS: 2032 Brentwood Blvd, Grand Island NE 68801, United States DESCRIPTION: Offering fixed annuity products to clients....can do life insurance as well 5) BASKETBALL OFFICIAL POSITION: Official NATURE: Self-employer/independent contractor INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 11/20/2020 ADDRESS: 5820 O Ave Pl, Kearney NE 68847, United States DESCRIPTION: I ref high school junior varsity and varsity basketball games during the winter months at various schools around Nebraska. It is not an investment related business. I'm a varsity official that has been registered since November of 2020. The varsity games I ref usually start at 6:00 pm CT and any junior varsity games I ref start around 4:30 pm CT. I ref usually a couple nights per week in the winter. 6) GOLF INSTRUCTOR POSITION: Coach NATURE: Self-Employed/Independent Contractor INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2021 ADDRESS: 5820 O Ave Pl, Kearney NE 68847, United States DESCRIPTION: I have given golf lessons and hosted several junior golf camps over the course of the past two summers (2021 & 2022). I also play in golf tournaments occasionally. It is not an investment related field. I host these events (or play tournaments) at various golf courses in central Nebraska. 7) NOVEM GROUP POSITION: IAR NATURE: Outside RIA INVESTMENT RELATED: Yes NUMBER OF HOURS: 85 SECURITIES TRADING HOURS: 85 START DATE: 09/01/2022 ADDRESS: 350 Linden Oaks, Suite 140, Rochester NY 14625, United States DESCRIPTION: Financial advisor meeting with clients to review investments or setup new advisory accounts ***Already on U4 just need to submit to firm/Osaic 8) FIVE POINTS BANK POSITION: Investment Officer NATURE: Five Points Bank Employee INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 08/01/2022 ADDRESS: 2015 North Broadwell Ave, Grand Island NE 68803, United States DESCRIPTION: I'm an investment officer at Five Points Bank but my day-to-day activities are meeting with our clients and taking care of their needs
CRS (Client Relationship Summary) - RIA
Click below to view Jordan Allen Reinertson'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®
NoneExperience
Current
November 29, 2022 - Present
NOVEM GROUP
Office #1: 2032 Brentwood Blvd, Grand Island, NE 68801RIA
CRD#: 158964
Grand Island, NE
Current
October 11, 2024 - Present
OSAIC WEALTH, INC.
Office #1: 2032 Brentwood Blvd, Grand Island, NE 68801RIA
BD
CRD#: 23131
GRAND ISLAND, NE
Past
October 4, 2022 - October 11, 2024
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.
BD
CRD#: 18487
GRAND ISLAND, NE
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".
NG
NOVEM GROUP
AMERICAN ADVISORY GROUP | NOVEM GROUP | APFS WEALTH MANAGEMENT, INC. | APFS WEALTH MANAGEMENT, INC
CRD#: 158964 / SEC#: 801-72741
RIA
Registered Investment Advisory firm - (9/22/2011 Approved)Georgia
Registered Investment Advisory firm - (10/28/2014 Terminated)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
California(2/10/2025)
IAR
Colorado(11/2/2023)
RR
Colorado(10/11/2024)
IAR
Florida(11/5/2025)
RR
Iowa(10/11/2024)
IAR
Iowa(12/5/2024)
IAR
Kansas(10/22/2025)
RR
Maryland(10/11/2024)
RR
Missouri(10/11/2024)
IAR
Nebraska(11/29/2022)
RR
Nebraska(10/11/2024)
RR
Oregon(10/11/2024)
IAR
Texas(11/2/2023)
IAR
Washington(10/23/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 10/4/2022
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
NG
NOVEM GROUP
AMERICAN ADVISORY GROUP | NOVEM GROUP | APFS WEALTH MANAGEMENT, INC. | APFS WEALTH MANAGEMENT, INC
CRD#: 158964 / SEC#: 801-72741
RIA
Registered Investment Advisory firm - (9/22/2011 Approved)Georgia
Registered Investment Advisory firm - (10/28/2014 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
350 Linden Oaks Suite 140, Rochester, NY 14625
Mailing Address
Phone number
(585) 348-9525
Established
Firm type
Fiscal year end
# of Employees
52
SEC notice filing (32 States and Territories)
Documents
Part 2 Brochures
Regulatory assets under management
| Total Number of Accounts | 5,074 |
| AUM (Assets Under Management) | $ 1,413,641,568 |
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.
