DJ
David C. Jordan
TRAIL RIDGE INVESTMENT ADVISORS
FORT COLLINS, CO 80525
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CRD#: 4399288
DJ
Professional summary
David Charles Jordan is a registered financial advisor currently at TRAIL RIDGE INVESTMENT ADVISORS, LLC located in Fort Collins, Colorado.
David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. David has worked at 1 firm .
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.
1) Board of Trustees for the The University of Colorado Foundation in Denver, CO. This is a unit of a public university that raises money and manages investments for the benefit of the university. His role as a trustee is to generally oversee the operation of the foundation, where money is spent, and how it is invested. He started in November of 2020. He spends approximately 2 hours per month on this activity with 1 hour during trading hours. 2) Investment Committee of Fort Lewis College in Durango, CO. This is a committee that oversees the investment portfolio of the college. He is a committee member, and meets quarterly with the outside investment manager to review their performance and strategy. He is not involved in the investment decisions. He started in March of 2022. He spend approximately 2 hours per month on this activity with 1 hour during trading hours. 3) Wilderness Experience driver for the Broadmoor Hotel in Colorado Springs, CO. His role as Wilderness Experience Driver is to transport clients between mountain properties. He started in May of 2024. This is non-investment related, and the time he spends on this activity is only on the weekends.
CRS (Client Relationship Summary) - RIA
Click below to view David Charles 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
April 26, 2018 - Present
TRAIL RIDGE INVESTMENT ADVISORS, LLC
Office #1: 2020 Caribou Drive Suite 102, Fort Collins, CO 80525RIA
CRD#: 284741
FORT COLLINS, CO
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".
TR
TRAIL RIDGE INVESTMENT ADVISORS, LLC
TRAIL RIDGE INVESTMENT ADVISORS, LLC
CRD#: 284741 / SEC#: 801-114051
RIA
Registered Investment Advisory firm - (9/25/2018 Approved)Colorado
Registered Investment Advisory firm - (10/18/2018 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.Highlighted states indicate IAR registrations
IAR
Colorado(4/26/2018)
Exams
Current Firm
TR
TRAIL RIDGE INVESTMENT ADVISORS, LLC
TRAIL RIDGE INVESTMENT ADVISORS, LLC
CRD#: 284741 / SEC#: 801-114051
RIA
Registered Investment Advisory firm - (9/25/2018 Approved)Colorado
Registered Investment Advisory firm - (10/18/2018 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2020 Caribou Drive Suite 102, Fort Collins, CO 80525
Mailing Address
Po Box 272820, Fort Collins, CO 80527
Phone number
(970) 305-5150
Established
Firm type
Fiscal year end
# of Employees
13
SEC notice filing (5 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 413 |
| AUM (Assets Under Management) | $ 294,282,585 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
