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RIA / WealthAdvisorCertified Financial Planner12 years in industry

JORDAN ROBERT GILBERTI

Advisor at CORE PLANNING

HILLSBOROUGH, NJ | MILL VALLEY, CA | OFALLON, MO | Tampa, FL | Hillsborough, NJ

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Search this name across graphsid dfx:ria:e88f16c7-e6a7-b896-f2e4-665cf4d5e125

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:17 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Feb 21, 2019 to Sep 15, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CORE PLANNING
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, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 2
Registered states: 4
Designations: Certified Financial Planner
Exams: S66
First exam: Jan 25, 2019
First registration: Feb 21, 2019
Dual registered: no
Other names: JORDAN GILBERTI
IAPD individual key: 6987062

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
BOLDIN ADVISORS	No RAUM reported	Oct 17, 2025	n/a	yes	HILLSBOROUGH, NJ\|MILL VALLEY, CA\|Tampa, FL	Current employment
CORE PLANNING	Independent wealth	Oct 24, 2024	n/a	yes	Hillsborough, NJ\|OFALLON, MO	Current employment
Facet	Independent wealth	Apr 23, 2021	Oct 11, 2024	no	WEST PALM BEACH, FL\|Brick, NJ\|Morristown, NJ\|Brick, NJ	Previous registration
AE WEALTH MANAGEMENT, LLC	Bd affiliated wealth	Jun 17, 2019	Jun 8, 2021	no	WALL, NJ	Previous registration
PARK AVENUE SECURITIES LLC	Bd affiliated wealth	Feb 21, 2019	May 21, 2019	no	SHREWSBURY, NJ	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
Facet	CORE PLANNING	Oct 11, 2024	Oct 24, 2024	13	Firm change	RIA to RIA
AE WEALTH MANAGEMENT, LLC	Facet	Jun 8, 2021	Apr 23, 2021	-46	Firm change after gap	Ibd to RIA
PARK AVENUE SECURITIES LLC	AE WEALTH MANAGEMENT, LLC	May 21, 2019	Jun 17, 2019	27	Firm change	Ibd to RIA

Relationships

Registered with (5)

→ BOLDIN ADVISORSRegistered adviserregistration: current employment
Oct 17, 2025 to presentfactForm ADV
→ CORE PLANNINGRegistered adviserregistration: current employment
Oct 24, 2024 to presentfactForm ADV
→ FACETRegistered adviserregistration: previous registration
Apr 23, 2021 to Oct 11, 2024factForm ADV
→ AE WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jun 17, 2019 to Jun 8, 2021factForm ADV
→ PARK AVENUE SECURITIES LLCRegistered adviserregistration: previous registration
Feb 21, 2019 to May 21, 2019factForm ADV

Dated events

Occurred
Oct 11, 2024
Advisor changed firm
Jordan Robert Gilberti left Facet for Core Planning (registered 2024-10-24)
Form ADVobserved 4 days ago