This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

MONON WEALTH MANAGEMENT

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Sep 1, 2013earliest registration or exam on IAPD

Years in industry

13derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S66|S63

First exam

Jan 17, 2014

First registration

Feb 12, 2015

Dual registered

no

Other names

JORDAN A WOODS|JORDAN ASHLEY WOODS|JORDAN DAVAN

IAPD individual key

6256664

• Occurred

  Jan 21, 2025
  Advisor changed firm

  Jordan Ashley Davan left Charles Schwab & Co., Inc. for Monon Wealth Management (registered 2025-01-14)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:42fdb97c-2580-6d97-b602-e86e1f708ebb

First observed

Feb 12, 2015

Last observed

Sep 14, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.