Jordan M. Fisher

AXIA WEALTH MANAGEMENT

Bend, OR 97702

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CRD#: 4254073

Professional summary

Jordan M Fisher is a registered financial advisor currently at AXIA WEALTH MANAGEMENT INC located in Bend, Oregon.

Jordan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Jordan has worked at 2 firms and has passed the Series 57TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jordan M Fisher'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®

None

Experience

Current

January 15, 2025 - Present

AXIA WEALTH MANAGEMENT INC

Office #1: 255 Sw Bluff Drive, Suite 100, Bend, OR 97702

RIA

CRD#: 155890

Bend, OR

Past

July 27, 2011 - July 6, 2022

DRW SECURITIES, L.L.C.

CRD#: 45908

CHICAGO, IL

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.

Highlighted states indicate IAR registrations

IAR

Arizona
(2/5/2025)

IAR

California
(1/15/2025)

IAR

Oregon
(1/15/2025)

IAR

Texas
(1/15/2025)

IAR

Washington
(1/15/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

General Industry/Product Exam

Series 57TO

Date: 1/2/2023

Securities Trader Exam

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/26/2011

General Securities Representative Examination

Current Firm

AXIA WEALTH MANAGEMENT INC

CRD#: 155890 / SEC#:

Arizona

Registered Investment Advisory firm - (4/17/2024 Approved)

California

Registered Investment Advisory firm - (5/24/2017 Approved)

Oregon

Registered Investment Advisory firm - (5/13/2011 Approved)

Texas

Registered Investment Advisory firm - (4/26/2024 Approved)

Washington

Registered Investment Advisory firm - (2/27/2024 Approved)

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Contact information

Main Address

255 Sw Bluff Drive, Suite 100, Bend, OR 97702

Mailing Address

Phone number

(541) 647-1500

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	430
AUM (Assets Under Management)	$ 105,730,577

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.

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Jordan M. Fisher

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jordan M Fisher's CRS (Customer Relationship Summary).

Certified licenses

Experience

AXIA WEALTH MANAGEMENT INC

DRW SECURITIES, L.L.C.

State Registrations and Notice Filings

Exams

Series 57TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 7/26/2011

Current Firm

AXIA WEALTH MANAGEMENT INC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

AXIA WEALTH MANAGEMENT INC

TRUST BUT VERIFY

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