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Jordan Christopher Maruszak

Jordan C. Maruszak

BALEFIRE
Ridgeland, MS 39157
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CRD#: 5794550
Jordan Christopher Maruszak

Professional summary

Jordan Christopher Maruszak, CFP® is a registered financial advisor currently at BALEFIRE, LLC located in Ridgeland, Mississippi.

Jordan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Jordan has worked at 10 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

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 advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jordan Christopher Maruszak'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®
CFP®

Certified Financial Planner

Start date: 2013

Experience

Current

January 14, 2026 - Present

BALEFIRE, LLC

Office #1: 213 Draperton Drive Suite B, Ridgeland, MS 39157
RIA
CRD#: 168733
Ridgeland, MS
Past

March 17, 2022 - December 4, 2025

CSENGE ADVISORY GROUP, LLC

RIA
CRD#: 131167
MADISON, MS
Past

March 10, 2022 - April 30, 2025

LION STREET FINANCIAL, LLC

BD
CRD#: 165828
Ridgeland, MS
Past

April 15, 2020 - March 14, 2022

HANCOCK WHITNEY INVESTMENT SERVICES INC.

RIA
CRD#: 40637
MOBILE, AL
Past

April 14, 2020 - March 14, 2022

HANCOCK WHITNEY INVESTMENT SERVICES INC.

BD
CRD#: 40637
MOBILE, AL
Past

December 11, 2017 - April 13, 2020

CETERA INVESTMENT ADVISERS LLC

RIA
CRD#: 105644
RIDGELAND, MS
Past

December 8, 2017 - April 13, 2020

CETERA INVESTMENT SERVICES LLC

BD
CRD#: 15340
RIDGELAND, MS
Past

September 28, 2015 - September 12, 2017

CHARLES SCHWAB & CO., INC.

RIA
CRD#: 5393
BIRMINGHAM, AL
Past

September 28, 2015 - September 12, 2017

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
BIRMINGHAM, AL
Past

March 27, 2012 - September 10, 2015

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
BIRMINGHAM, AL
Past

July 1, 2011 - September 9, 2015

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
BIRMINGHAM, AL
Past

January 6, 2011 - February 16, 2011

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
JACKSON, MS

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".
BL
BALEFIRE, LLC
401K FOR ME | WEALTHBRIDGE | VPAG LLC | VISIONPOINT GROUP, LLC | VISIONPOINT ADVISORY GROUP, LLC | VISIONPOINT ADVISORY GROUP | VISIONPOINT 3D SOLUTIONS | VISIONPOINT | UNITED WEALTH MANAGEMENT | TEXAS PRIVATE WEALTH | STAHR, MATTHEW G | ROCKWAY WEALTH PARTNERS | NAVITAS WEALTH ADVISORS | MAKE WAY WEALTH MANAGEMENT | FUSE PARTNERS, LLC | FUSE PARTNERS GROUP LLC | FUSE PARTNERS | FIVE TALENTS FINANCIAL MANAGEMENT GROUP | FIVE TALENTS ADVISORY | DELSA WEALTH MANAGEMENT | CASTLE FINANCIAL | BALEFIRE, LLC | BALEFIRE

CRD#: 168733 / SEC#: 801-78506

RIA
Registered Investment Advisory firm - (1/8/2014 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
Mississippi
(1/14/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 3/6/2012
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 1/20/2011
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/13/2011
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 1/5/2011
Investment Company Products/Variable Contracts Representative Examination

Current Firm

BL
BALEFIRE, LLC
401K FOR ME | WEALTHBRIDGE | VPAG LLC | VISIONPOINT GROUP, LLC | VISIONPOINT ADVISORY GROUP, LLC | VISIONPOINT ADVISORY GROUP | VISIONPOINT 3D SOLUTIONS | VISIONPOINT | UNITED WEALTH MANAGEMENT | TEXAS PRIVATE WEALTH | STAHR, MATTHEW G | ROCKWAY WEALTH PARTNERS | NAVITAS WEALTH ADVISORS | MAKE WAY WEALTH MANAGEMENT | FUSE PARTNERS, LLC | FUSE PARTNERS GROUP LLC | FUSE PARTNERS | FIVE TALENTS FINANCIAL MANAGEMENT GROUP | FIVE TALENTS ADVISORY | DELSA WEALTH MANAGEMENT | CASTLE FINANCIAL | BALEFIRE, LLC | BALEFIRE

CRD#: 168733 / SEC#: 801-78506

RIA
Registered Investment Advisory firm - (1/8/2014 Approved)
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Contact information

Main Address
14221 Dallas Parkway Suite 100, Dallas, TX 75254
Mailing Address
Phone number
(972) 361-1001
Established
Firm type
Fiscal year end
# of Employees
36

SEC notice filing (19 States and Territories)

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

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A SUBSTITUTE DISCLOSURE BROCHUSE 03/2025 (3/31/2025)

Regulatory assets under management

Total Number of Accounts2,527
AUM (Assets Under Management)$ 1,236,940,085

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

BALEFIRE, LLC

CRD#: 168733Ridgeland, MS 39157

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