BJ
Bjorn Jordan
CL WEALTH MANAGEMENT LLC
Brookhaven, GA
Some features on this profile are disabled
CRD#: 4366435
BJ
Professional summary
Bjorn Jordan is a registered financial advisor currently at CL WEALTH MANAGEMENT LLC located in Brookhaven, Georgia and CABOT LODGE SECURITIES LLC located in Schaumburg, Illinois.
Bjorn is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Bjorn has worked at 5 firms and has passed the Series 66, Series 63, Series 99TO, Series 79TO, Series 52TO, SIE, Series 7, Series 14, Series 53 and Series 24 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.
Bjorn Jordan LLC, not investment related, Brookhaven, GA, Owner, 4/2025, 5-10 hours per month, zero hours during trading hours, make art work and sell it at art festivals and potentially online.
CRS (Client Relationship Summary) - RIA
Click below to view Bjorn Jordan'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®
NoneExperience
Current
June 19, 2019 - Present
CL WEALTH MANAGEMENT LLC
RIA
CRD#: 134922
Brookhaven, GA
Current
May 29, 2019 - Present
CABOT LODGE SECURITIES LLC
Office #1: 425 N Martingale Rd Suite 1220, Schaumburg, IL 60173BD
CRD#: 159712
Schaumburg, IL
Past
June 17, 2014 - May 15, 2019
SANDLAPPER SECURITIES, LLC
BD
CRD#: 137906
GREENVILLE, SC
Past
January 16, 2008 - December 31, 2020
COLONY PARK FINANCIAL SERVICES LLC.
RIA
CRD#: 41534
GREENVILLE, SC
Past
October 31, 2002 - June 5, 2014
COLONY PARK FINANCIAL SERVICES LLC.
BD
CRD#: 41534
GREENVILLE, SC
Past
August 23, 2001 - October 31, 2002
WESTERN INTERNATIONAL SECURITIES, INC.
BD
CRD#: 39262
PASADENA, CA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CW
CL WEALTH MANAGEMENT LLC
ALLIED BEACON WEALTH MANAGEMENT, LLC | WARNEFORD WEALTH MANAGEMENT, LLC | WADDELL WEALTH MANAGEMENT, LLC | URBAN WEALTH ADVISORS, LLC | TWEED FINANCIAL SERVICES, INC | STRATEGIC ADVANTAGE FINANCIAL | SCHULZ FINANCIAL MANAGEMENT | SAN MARINO INVESTMENT SERVICES | SABER WEALTH MANAGEMENT | RPG WEALTH MANAGEMENT, INC | RETIREMENT PLANNING STRATEGIES | PREMIER LEGACY WEALTH MANAGEMENT | PIVOTAL WEALTH MANAGEMENT | NEIGHBORHOOD FINANCIAL SOLUTIONS | MAROON WEALTH MANAGEMENT | LEADING EDGE FINANCIAL GROUP | INTEGRATED PLANNING ASSOCIATES, INC | HEART STRONG WEALTH PLANNING | HASZ FINANCIAL | GARDINER PRIVATE WEALTH MANAGEMENT | FUTURE MATTERS INC | FINGERLAKE SECURITIES, LLC | DOIRON WEALTH MANAGEMENT, LLC | DESTINY FINANCIAL SERVICES | CUPROSPER | CORNERSTONE WEALTH MANAGEMENT | CL WEALTH MANAGEMENT LLC | CENTURIAN WEALTH MANAGEMENT | CBS ADVISORS, LLC | C L WEALTH MANAGEMANT LLC | BRIDGEPORT INVESTMENTS,LLC | BESSETTE FINANCIAL SERVICES | BEACON FINANCIAL SERVICES
CRD#: 134922 / SEC#: 801-72701
RIA
Registered Investment Advisory firm - (10/4/2011 Approved)Arizona
Registered Investment Advisory firm - (12/31/2009 Terminated)Colorado
Registered Investment Advisory firm - (11/4/2011 Terminated)Connecticut
Registered Investment Advisory firm - (1/13/2012 Terminated)Florida
Registered Investment Advisory firm - (10/6/2011 Terminated)Georgia
Registered Investment Advisory firm - (10/12/2011 Terminated)Illinois
Registered Investment Advisory firm - (10/4/2011 Terminated)Iowa
Registered Investment Advisory firm - (10/6/2011 Terminated)Maryland
Registered Investment Advisory firm - (10/19/2011 Terminated)New Jersey
Registered Investment Advisory firm - (10/21/2011 Terminated)North Carolina
Registered Investment Advisory firm - (12/31/2010 Terminated)Tennessee
Registered Investment Advisory firm - (12/31/2009 Terminated)Virginia
Registered Investment Advisory firm - (10/17/2011 Terminated)West Virginia
Registered Investment Advisory firm - (10/6/2011 Terminated)Wisconsin
Registered Investment Advisory firm - (10/6/2011 Terminated)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
IAR
Alabama(7/15/2020)
RR
Alabama(7/23/2020)
RR
Alaska(7/22/2020)
IAR
Alaska(7/22/2020)
RR
Arizona(7/16/2020)
IAR
Arizona(7/16/2020)
RR
Arkansas(7/17/2020)
IAR
Arkansas(7/17/2020)
IAR
California(7/15/2020)
RR
California(7/16/2020)
RR
Colorado(7/27/2020)
IAR
Colorado(7/27/2020)
RR
Connecticut(7/16/2020)
IAR
Connecticut(7/16/2020)
RR
Delaware(7/21/2020)
IAR
Delaware(7/21/2020)
RR
District of Columbia(7/23/2020)
IAR
District of Columbia(11/17/2020)
RR
Florida(7/16/2020)
IAR
Florida(9/22/2020)
RR
Georgia(5/29/2019)
IAR
Georgia(6/19/2019)
RR
Hawaii(10/13/2021)
IAR
Hawaii(11/2/2021)
RR
Idaho(7/15/2020)
IAR
Idaho(7/15/2020)
RR
Illinois(10/13/2021)
IAR
Illinois(10/18/2021)
IAR
Indiana(7/15/2020)
RR
Indiana(7/27/2020)
RR
Iowa(7/16/2020)
IAR
Iowa(7/16/2020)
RR
Kansas(7/21/2020)
IAR
Kansas(10/14/2021)
RR
Kentucky(8/14/2020)
RR
Louisiana(7/20/2020)
RR
Maine(10/14/2021)
RR
Maryland(7/15/2020)
IAR
Maryland(7/15/2020)
RR
Massachusetts(8/12/2020)
IAR
Massachusetts(8/25/2020)
RR
Michigan(7/20/2020)
IAR
Michigan(7/20/2020)
RR
Minnesota(7/16/2020)
IAR
Minnesota(7/16/2020)
RR
Mississippi(8/20/2020)
IAR
Mississippi(8/20/2020)
RR
Missouri(10/13/2021)
IAR
Missouri(10/13/2021)
IAR
Montana(9/16/2020)
RR
Montana(10/13/2021)
IAR
Nebraska(7/16/2020)
RR
Nebraska(10/13/2021)
IAR
Nevada(7/29/2020)
RR
Nevada(10/13/2021)
RR
New Hampshire(10/13/2021)
IAR
New Hampshire(10/21/2021)
IAR
New Jersey(7/17/2020)
RR
New Jersey(10/13/2021)
IAR
New Mexico(7/16/2020)
RR
New Mexico(10/13/2021)
RR
New York(10/13/2021)
IAR
New York(10/18/2021)
IAR
North Carolina(7/15/2020)
RR
North Carolina(10/13/2021)
IAR
North Dakota(7/20/2020)
RR
North Dakota(10/13/2021)
IAR
Ohio(7/15/2020)
RR
Ohio(10/14/2021)
IAR
Oklahoma(7/27/2020)
RR
Oklahoma(10/13/2021)
IAR
Oregon(8/5/2020)
RR
Oregon(10/20/2021)
IAR
Pennsylvania(7/16/2020)
RR
Pennsylvania(10/13/2021)
RR
Rhode Island(7/16/2020)
IAR
Rhode Island(7/16/2020)
IAR
South Carolina(7/17/2020)
RR
South Carolina(7/20/2020)
IAR
South Dakota(7/22/2020)
RR
South Dakota(7/24/2020)
RR
Tennessee(7/16/2020)
IAR
Texas(7/15/2020)
RR
Texas(7/22/2020)
RR
Utah(7/15/2020)
IAR
Utah(7/21/2020)
RR
Vermont(7/15/2020)
RR
Virginia(7/16/2020)
IAR
Virginia(7/16/2020)
RR
Washington(7/22/2020)
IAR
Washington(7/22/2020)
IAR
West Virginia(7/24/2020)
RR
West Virginia(8/3/2020)
RR
Wisconsin(7/17/2020)
IAR
Wisconsin(7/17/2020)
RR
Wyoming(7/16/2020)
IAR
Wyoming(7/21/2020)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative ExaminationGeneral Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
CW
CL WEALTH MANAGEMENT LLC
ALLIED BEACON WEALTH MANAGEMENT, LLC | WARNEFORD WEALTH MANAGEMENT, LLC | WADDELL WEALTH MANAGEMENT, LLC | URBAN WEALTH ADVISORS, LLC | TWEED FINANCIAL SERVICES, INC | STRATEGIC ADVANTAGE FINANCIAL | SCHULZ FINANCIAL MANAGEMENT | SAN MARINO INVESTMENT SERVICES | SABER WEALTH MANAGEMENT | RPG WEALTH MANAGEMENT, INC | RETIREMENT PLANNING STRATEGIES | PREMIER LEGACY WEALTH MANAGEMENT | PIVOTAL WEALTH MANAGEMENT | NEIGHBORHOOD FINANCIAL SOLUTIONS | MAROON WEALTH MANAGEMENT | LEADING EDGE FINANCIAL GROUP | INTEGRATED PLANNING ASSOCIATES, INC | HEART STRONG WEALTH PLANNING | HASZ FINANCIAL | GARDINER PRIVATE WEALTH MANAGEMENT | FUTURE MATTERS INC | FINGERLAKE SECURITIES, LLC | DOIRON WEALTH MANAGEMENT, LLC | DESTINY FINANCIAL SERVICES | CUPROSPER | CORNERSTONE WEALTH MANAGEMENT | CL WEALTH MANAGEMENT LLC | CENTURIAN WEALTH MANAGEMENT | CBS ADVISORS, LLC | C L WEALTH MANAGEMANT LLC | BRIDGEPORT INVESTMENTS,LLC | BESSETTE FINANCIAL SERVICES | BEACON FINANCIAL SERVICES
CRD#: 134922 / SEC#: 801-72701
RIA
Registered Investment Advisory firm - (10/4/2011 Approved)Arizona
Registered Investment Advisory firm - (12/31/2009 Terminated)Colorado
Registered Investment Advisory firm - (11/4/2011 Terminated)Connecticut
Registered Investment Advisory firm - (1/13/2012 Terminated)Florida
Registered Investment Advisory firm - (10/6/2011 Terminated)Georgia
Registered Investment Advisory firm - (10/12/2011 Terminated)Illinois
Registered Investment Advisory firm - (10/4/2011 Terminated)Iowa
Registered Investment Advisory firm - (10/6/2011 Terminated)Maryland
Registered Investment Advisory firm - (10/19/2011 Terminated)New Jersey
Registered Investment Advisory firm - (10/21/2011 Terminated)North Carolina
Registered Investment Advisory firm - (12/31/2010 Terminated)Tennessee
Registered Investment Advisory firm - (12/31/2009 Terminated)Virginia
Registered Investment Advisory firm - (10/17/2011 Terminated)West Virginia
Registered Investment Advisory firm - (10/6/2011 Terminated)Wisconsin
Registered Investment Advisory firm - (10/6/2011 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
425 N. Martingale Rd. Suite 1220, Schaumburg, IL 60173
Mailing Address
Phone number
(212) 388-6200
Established
Firm type
Fiscal year end
# of Employees
42
SEC notice filing (49 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,073 |
| AUM (Assets Under Management) | $ 628,729,517 |
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.
