Jordan M. Pedron

NDVR

Tyler, TX

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CRD#: 5946698

Professional summary

Jordan Meurrier Pedron, who also goes by Jordan M Pedron, Jordan Pedron, is a registered financial advisor currently at NDVR located in Tyler, Texas.

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

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jordan M Pedron | Jordan Pedron

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.

MTNP Homebuyers, LLC Not Investment Related 5900 Balcones Dr STE 100, Austin, TX 78731 Real estate President, Member 8/25/2022 60-80 hours per month 10 hours during trading hours building sales structure, propsecting properties, and helping close real estate deals MTN Properties, LLC Not investment related 30 N Gould St STE N, Sheridan, WY 82801 Real estate Member 8/17/2022 60-80 hours per month 10 hours during trading hours building sales structure, propsecting properties, and helping close real estate deals

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jordan Meurrier Pedron'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

April 1, 2025 - Present

NDVR

RIA

CRD#: 310602

Tyler, TX

Past

January 17, 2023 - August 1, 2024

NDVR

RIA

CRD#: 310602

Plano, TX

Past

June 21, 2017 - December 16, 2022

PERSONAL CAPITAL ADVISORS CORPORATION

RIA

CRD#: 155172

DALLAS, TX

Past

June 19, 2014 - May 9, 2017

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

ALPHARETTA, GA

Past

June 13, 2014 - May 9, 2017

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

ALPHARETTA, GA

Past

October 17, 2013 - June 3, 2014

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

RIA

CRD#: 2881

ATLANTA, GA

Past

October 16, 2013 - June 3, 2014

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

ATLANTA, GA

Past

November 2, 2011 - September 10, 2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

ATLANTA, GA

Past

August 24, 2011 - September 10, 2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

ATLANTA, GA

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".

NDVR

NDVR | NDVR, INC.

CRD#: 310602 / SEC#: 801-120289

RIA

Registered Investment Advisory firm - (2/8/2021 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

Texas
(4/1/2025)

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: 10/26/2011

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 5/9/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/23/2011

General Securities Representative Examination

Current Firm

NDVR

NDVR | NDVR, INC.

CRD#: 310602 / SEC#: 801-120289

RIA

Registered Investment Advisory firm - (2/8/2021 Approved)

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Contact information

Main Address

75 State Street Suite 100, Boston, MA 02109

Mailing Address

Phone number

(857) 326-6992

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

NDVR PART 2A (3/28/2025)

Regulatory assets under management

Total Number of Accounts	345
AUM (Assets Under Management)	$ 203,828,690

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/27/2024	Cover Page	Report
08/23/2023	Cover Page	Report
09/28/2022	Cover Page	Report

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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Firm Stability Insights

Jordan M. Pedron

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jordan Meurrier Pedron's CRS (Customer Relationship Summary).

Certified licenses

Experience

NDVR

PERSONAL CAPITAL ADVISORS CORPORATION

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

NDVR

State Registrations and Notice Filings

Exams

Series 66

Date: 10/26/2011

SIE

Date: 5/9/2017

Series 7

Date: 8/23/2011

Current Firm

NDVR

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

NDVR

TRUST BUT VERIFY

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