Jordan Spinosa has been an investment adviser representative at Spinosa Wealth Management Group since August 2022, and is not listed among the firm’s executive officers or direct owners. Jordan Spinosa studied at Boston University.
Spinosa Wealth Management Group, LLC is a Mandeville, LA firm with $191M under management, 152 clients and 2 advisers in one office, as of its March 2026 filing.
Jordan Spinosa is Financial Advisor of Spinosa Wealth Management Group, based in Mandeville, Louisiana. Spinosa has obtained the FINRA Series 7 securities registration and the State of LA life Insurance License.
- – present · 4 yearsMandeville, LA · Adviser representative · Firm CRD 170903
Professional designations
Listed by Spinosa Wealth Management Group
- CFP
Investment adviser representative registrations
Jordan Spinosa is registered as an investment adviser representative in Louisiana, since August 2022.
- LouisianaSince 15 August 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 7 October 2014 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Full name
- Jordan Randall Spinosa
- CRD
- 6065597
- Firm
- Spinosa Wealth Management Group · CRD 170903
- Office
- 4565 LASALLE STREET, SUITE 201, Mandeville, LA 70471
- Registration
- Investment adviser and broker registrations
- In the industry since
- October 2014
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- spinosawmg.com
Where does Jordan Spinosa work?
Jordan Spinosa is an investment adviser representative registered through Spinosa Wealth Management Group, LLC since August 2022, and is not listed among the firm’s executive officers or direct owners.
Is Jordan Spinosa a financial advisor?
Yes. Jordan Spinosa has a current investment-adviser registration in Louisiana, through Spinosa Wealth Management Group since August 2022.
How many years of experience does Jordan Spinosa have?
Jordan Spinosa has 12 years in the financial industry, since October 2014, across 1 adviser firm.
What exams has Jordan Spinosa passed?
Jordan Spinosa passed the Series 7 in October 2014. FINRA credited Jordan Spinosa with the SIE, which began in October 2018.
Where is Jordan Spinosa based?
Jordan Spinosa’s registered office is in Mandeville, LA.
Is Jordan Spinosa registered with FINRA?
Yes. Jordan Spinosa has a current broker registration, under CRD 6065597.
Source: FINRA BrokerCheck
Is Jordan Spinosa a CFP?
Spinosa Wealth Management Group lists Jordan Spinosa with the CFP credential (“CFP”) on its website. CFP Board confirms certification status.
How can I verify Jordan Spinosa’s record?
Search CRD 6065597 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Jordan Spinosa’s full registration record.