Jordie E. Czapinski

INTELLIGENCE DRIVEN ADVISERS

Carlsbad, CA 92009

Some features on this profile are disabled

CRD#: 5304232

Professional summary

Jordie Elizabeth Czapinski, who also goes by Jordan Elizabeth Czapinski, Jordan Elizabeth Smith, Jordie Elizabeth Smith, is a registered financial advisor currently at INTELLIGENCE DRIVEN ADVISERS, LLC located in Carlsbad, California.

Jordie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Jordie has worked at 8 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jordan Elizabeth Czapinski | Jordan Elizabeth Smith | Jordie Elizabeth Smith

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) INTERNATIONAL ASSETS ADVISORY; INV RELATED; 390 N ORANGE AVE STE 750 ORLANDO, FL 32801; BROKER DEALER - SECURITIES SALES; REGISTERED REPRESENTATIVE; SINCE 10/2016; 10 HRS/MO; 10 HRS/MO DURING TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jordie Elizabeth Czapinski'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 3, 2019 - Present

INTELLIGENCE DRIVEN ADVISERS, LLC

Office #1: 2792 Gateway Road, Carlsbad, CA 92009

RIA

CRD#: 299589

Carlsbad, CA

Past

February 8, 2017 - August 24, 2023

INTERNATIONAL ASSETS ADVISORY, LLC

CRD#: 10645

ORLANDO, FL

Past

February 29, 2012 - November 11, 2014

GRADIENT SECURITIES, LLC

CRD#: 127701

CARLSBAD, CA

Past

September 22, 2010 - March 1, 2019

LABRUM WEALTH MANAGEMENT, LLC

RIA

CRD#: 150734

CARLSBAD, CA

Past

August 30, 2010 - February 29, 2012

WAVELAND CAPITAL PARTNERS LLC

CRD#: 40054

CARLSBAD, CA

Past

September 11, 2009 - August 30, 2010

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

CARLSBAD, CA

Past

June 1, 2009 - September 28, 2009

MORGAN STANLEY

RIA

CRD#: 149777

RANCHO BERNARDO, CA

Past

June 1, 2009 - September 28, 2009

MORGAN STANLEY

CRD#: 149777

RANCHO BERNARDO, CA

Past

April 20, 2009 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

RIA

CRD#: 7059

RANCHO BERNARDO, CA

Past

February 20, 2008 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

RANCHO BERNARDO, 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".

INTELLIGENCE DRIVEN ADVISERS, LLC

FINANCIAL DETOX | INTELLIGENCE DRIVEN INSURANCE SOLUTIONS | INTELLIGENCE DRIVEN ADVISERS, LLC | IDA WEALTH | FUTUREADY 401(K)

CRD#: 299589 / SEC#: 801-114418

RIA

Registered Investment Advisory firm - (12/17/2018 Approved)

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

California
(1/3/2019)

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 66

Date: 4/16/2009

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/19/2008

General Securities Representative Examination

Current Firm

INTELLIGENCE DRIVEN ADVISERS, LLC

FINANCIAL DETOX | INTELLIGENCE DRIVEN INSURANCE SOLUTIONS | INTELLIGENCE DRIVEN ADVISERS, LLC | IDA WEALTH | FUTUREADY 401(K)

CRD#: 299589 / SEC#: 801-114418

RIA

Registered Investment Advisory firm - (12/17/2018 Approved)

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

2792 Gateway Road, Carlsbad, CA 92009

Mailing Address

Phone number

(888) 401-2083

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (21 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

IDA FORM ADV PART 2A DATED SEPTEMBER 1, 2025 (9/11/2025)

Regulatory assets under management

Total Number of Accounts	879
AUM (Assets Under Management)	$ 828,210,292

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.

Similar Advisors

Nilay Barefield

CETERA INVESTMENT ADVISERS LLC

IAR

San Diego, CA

Alice Ruiz

SCHWAB WEALTH ADVISORY, INC.

IAR

San Diego, CA

Lorenzo Lucas

J.P. MORGAN SECURITIES LLC

La Jolla, CA

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Jordie E. Czapinski

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jordie Elizabeth Czapinski's CRS (Customer Relationship Summary).

Certified licenses

Experience

INTERNATIONAL ASSETS ADVISORY, LLC

GRADIENT SECURITIES, LLC

LABRUM WEALTH MANAGEMENT, LLC

WAVELAND CAPITAL PARTNERS LLC

PURSHE KAPLAN STERLING INVESTMENTS

MORGAN STANLEY

MORGAN STANLEY

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

Primary Firm SEC Registration

INTELLIGENCE DRIVEN ADVISERS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 4/16/2009

SIE

Date: 10/1/2018

Series 7

Date: 2/19/2008

Current Firm

INTELLIGENCE DRIVEN ADVISERS, LLC

Contact information

SEC notice filing (21 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

INTELLIGENCE DRIVEN ADVISERS, LLC

TRUST BUT VERIFY

Similar Advisors