Jordan M. Alhadeff

MURRAY STREET CAPITAL ADVISORS

Fort Lauderdale, FL 33316

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CRD#: 4902884

Professional summary

Jordan Michael Alhadeff, who also goes by Jordan Alhadeff, is a registered financial advisor currently at MURRAY STREET CAPITAL ADVISORS, LLC located in Fort Lauderdale, Florida.

Jordan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Jordan has worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jordan Alhadeff

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) fixed insurance sales, inv related: no. Conducted from same address. Approximately 10% of time during the month

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jordan Michael Alhadeff'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

April 11, 2019 - Present

MURRAY STREET CAPITAL ADVISORS, LLC

Office #1: 1845 Se 4th Ave, Fort Lauderdale, FL 33316

RIA

CRD#: 7691

SEATTLE, WA

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

Florida
(4/11/2019)

IAR

New York
(4/12/2021)

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

State Security Law Exam

IAR

Series 65

Date: 3/7/2005

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/24/2005

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/15/2005

General Securities Representative Examination

Current Firm

MURRAY STREET CAPITAL ADVISORS, LLC

JURICK FINANCIAL SERVICES | VIEWPOINT FINANCIAL | PROSPERITY PRIVATE WEALTH | MURRAY STREET CAPITAL ADVISORS, LLC

CRD#: 300232 / SEC#: 801-114863

RIA

Registered Investment Advisory firm - (1/6/2020 Terminated)

Florida

Registered Investment Advisory firm - (1/3/2020 Approved)

Indiana

Registered Investment Advisory firm - (11/18/2024 Terminated)

New York

Registered Investment Advisory firm - (4/12/2021 Approved)

Texas

Registered Investment Advisory firm - (3/29/2021 Conditional Restricted)

Washington

Registered Investment Advisory firm - (1/9/2021 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

1845 Se 4th Ave, Fort Lauderdale, FL 33316

Mailing Address

Phone number

(954) 314-6700

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	149
AUM (Assets Under Management)	$ 54,324,378

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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Advisor Monitoring

Firm Stability Insights

Jordan M. Alhadeff

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jordan Michael Alhadeff's CRS (Customer Relationship Summary).

Certified licenses

Experience

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

CHASE INVESTMENT SERVICES CORP.

CHASE INVESTMENT SERVICES CORP.

WELLS FARGO INSURANCE SERVICES INVESTMENT ADVISORS, INC.

WELLS FARGO INSURANCE SERVICES INVESTMENT ADVISORS, INC.

WELLS FARGO INSURANCE SERVICES INVESTMENT ADVISORS, INC.

WELLS FARGO INSURANCE SERVICES INVESTMENT ADVISORS, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

State Registrations and Notice Filings

Exams

Series 65

Date: 3/7/2005

Series 63

Date: 2/24/2005

SIE

Date: 10/1/2018

Series 7

Date: 2/15/2005

Current Firm

MURRAY STREET CAPITAL ADVISORS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

MURRAY STREET CAPITAL ADVISORS, LLC

TRUST BUT VERIFY

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