VY
Vadzim Yazvinski
JORDAN CAPITAL AM
Atlanta, GA 30305
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CRD#: 4779940
VY
Professional summary
Vadzim Yazvinski, CFA is a registered financial advisor currently at JORDAN CAPITAL AM, LLC located in Atlanta, Georgia.
Vadzim is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Vadzim 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.
THE JORDAN COMPANY, LOCATED AT 6001 RIVER ROAD, SUITE 100, COLUMBUS, GA 31904, SPECIALIZES IN REAL ESTATE DEVELOPMENT AND MANUFACTURING INVESTMENTS. APPROXIMATELY 40-50 HOURS ARE DEVOTED TO THE JORDAN COMPANY PER MONTH. APPROXIMATELY 1-2 HOURS ARE DEVOTED TO THE JORDAN COMPANY DURING SECURITIES TRADING HOURS. THE DUTIES AND RESPONSIBILITIES INCLUDE ASSESSMENT OF INVESTMENT OPPORTUNITIES.
CRS (Client Relationship Summary) - RIA
Click below to view Vadzim Yazvinski'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®
Experience
Current
March 29, 2018 - Present
JORDAN CAPITAL AM, LLC
Office #1: 3500 Piedmont Road, Ne Suite 330, Atlanta, GA 30305RIA
CRD#: 149243
Atlanta, GA
Past
February 9, 2009 - March 2, 2017
JORDAN CAPITAL AM, LLC
RIA
CRD#: 149243
COLUMBUS, GA
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
Georgia(3/29/2018)
Exams
Current Firm
JC
JORDAN CAPITAL AM, LLC
JORDAN CAPITAL AM, LLC | JORDAN CAPITAL MULTI STRATEGY PARTNERS, LLC
CRD#: 149243 / SEC#: 802-77234
Georgia
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Contact information
Main Address
3500 Piedmont Road, Ne Suite 330, Atlanta, GA 30305
Mailing Address
Phone number
(706) 575-5262
Established
Firm type
Fiscal year end
# of Employees
6
Regulatory assets under management
| Total Number of Accounts | 8 |
| AUM (Assets Under Management) | $ 42,700,000 |
Exempt reporting advisers
Exempt Reporting Advisers ("ERA") are investment advisers that are not required to register as investment advisers because they rely on certain exemptions from registration under sections 203(l) and 203(m) of the Investment Advisers Act of 1940 and related rules. Certain state securities regulatory authorities have similar exemptions based on state statutes or regulations. An ERA is required to file a report using Form ADV, but does not complete all items contained in Form ADV that a registered adviser must complete. Other state securities regulatory authorities require an ERA to register as an investment adviser and file a complete Form ADV. Below are the regulators with which an ERA report is filed.
| SEC / JURISDICTION | REPORTING STATUS | EFFECTIVE DATE |
|---|---|---|
| SEC | ERA - Withdrawn | 2/13/2018 |
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.
