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.

Firm class

former SEC adviserderivedabsent from the latest SEC roster

Regulatory AUM

$120MItem 5.F on the latest filing (2022-10-27); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$120M

Private client RAUM

$120MderivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

0

Employees

1

Advisory employees

1

Offices

0Schedule D 1.F, beyond the principal office

Accounts

362

Individual clients

59

High net worth clients

62

Custody, client assets

$117M

SEC number

801-120388

CRD

112467

Filings on the tape

7

First filed

Jan 13, 2012

Latest filed

Oct 27, 2022

Organised

Limited Liability Company, Colorado

• Occurred

  Jan 27, 2021
  First Form ADV filing

  Jordan Financial Strategies filed its initial SEC registration (Form ADV)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:54a271c4-bc7b-a951-90fc-7bb329fd9b38

First observed

Jan 13, 2012

Last observed

Oct 27, 2022 47 months ago

Source families

Federal regulator filings

3 registered feeds 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.