AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
HF

Heidar Fadae

JORDAN, KNAUFF & COMPANY
Chicago, IL 60606
Some features on this profile are disabled
CRD#: 5167007
HF

Professional summary

Heidar Fadae is a registered financial professional currently at JORDAN, KNAUFF & COMPANY located in Chicago, Illinois.

Heidar is registered as a RR (Registered Representative) and started their career in finance in 2007. Heidar has worked at 3 firms and has passed the Series 63, Series 79TO, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

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) - BD

Click below to view Heidar Fadae's CRS (Customer Relationship Summary).
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 7, 2024 - Present

JORDAN, KNAUFF & COMPANY

Office #1: 100 S. Wacker Drive Suite 850, Chicago, IL 60606
BD
CRD#: 129725
Chicago, IL
Past

October 18, 2021 - July 31, 2023

H2C SECURITIES INC.

BD
CRD#: 7169
CHICAGO, IL
Past

February 21, 2007 - August 21, 2007

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
FISHERS (INDIANAPOLIS), IN

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

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

RR
Illinois
(6/27/2024)

Exams

State Security Law Exam
RR
Series 63
Date: 5/10/2022
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 10/18/2021
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
SIE
Date: 9/1/2021
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 2/20/2007
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

JK
JORDAN, KNAUFF & COMPANY
JORDAN, KNAUFF & COMPANY | JORDAN, KNAUFF & COMPANY, LLC

CRD#: 129725 / SEC#: , 8-66246

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
100 S. Wacker Drive Suite 850, Chicago, IL 60606
Mailing Address
100 S. Wacker Drive Suite 850, Chicago, IL 60606
Phone number
(312) 254-5900
Established
Illinois since 03/01/2001
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (14 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
GCJ CAPITAL HOLDINGS, INC.OWNER
JORDAN, GEORGE COOK JRMANAGING PRINCIPAL & CHIEF COMPLIANCE OFFICER817507
SAKOL, DANIEL SCOTTFINOP, PFO, POO2813237

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.

Company Information

JORDAN, KNAUFF & COMPANY

CRD#: 129725Chicago, IL 60606

TRUST BUT VERIFY

Monitor Heidar Fadae

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Michael Walter Basile
Michael BasileAdvisorCheck Check Mark
COUNTRY CAPITAL MANAGEMENT COMPANY
RR
Chicago, IL
LP
Louis PasterAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Chicago, IL
JV
Jaime VillalobosAdvisorCheck Check Mark
WILLIAM BLAIR
IAR
RR
Chicago, IL
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics