Jordan A. Wise

WISE WEALTH MANAGEMENT

FORT WAYNE, IN 46804

Some features on this profile are disabled

CRD#: 5971185

Professional summary

Jordan Alfred Wise, CFP®, who also goes by Jordan A Wise, Jordan Wise, is a registered financial advisor currently at WISE WEALTH MANAGEMENT located in Fort Wayne, Indiana.

Jordan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Jordan has worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jordan A Wise | Jordan Wise

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.

Jordan Wise is part owner of Guardia Trust Insurance LLC. This activity does not account for any hours during securities trading hours. This business is located at 7410 Bluffton Rd Fort Wayne, IN. I do not have a day to day position in the business. Guardia Trust was created in 2022. I dedicate roughly 5 hours per month to this business. Jordan Wise is an employee of Wise Insurance Agency, Inc. This activity does not account for any hours during securities trading hours. This business is located at 7410 Bluffton Rd Fort Wayne, IN. I do not have a day to day position in the business and my position as my position as Strategy Associate is ad hoc. I help ownership evaluate strategic decisions in the business. I dedicate 5 hours per month to this position.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jordan Alfred Wise'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®

CFP^®

Certified Financial Planner

Experience

Current

January 27, 2021 - Present

WISE WEALTH MANAGEMENT

Office #1: 4656 West Jefferson Blvd Suite 210, Fort Wayne, IN 46804

RIA

CRD#: 312430

FORT WAYNE, IN

Past

January 7, 2020 - December 18, 2020

FORESIDE FUND SERVICES, LLC

CRD#: 46106

Wheaton, IL

Past

May 10, 2019 - December 24, 2019

FORESIDE FUND SERVICES, LLC

CRD#: 46106

Chicago, IL

Past

October 24, 2013 - April 1, 2019

GOLDMAN SACHS & CO. LLC

CRD#: 361

NEW YORK, NY

Past

September 7, 2011 - September 13, 2013

OSAIC FA, INC.

CRD#: 3978

FORT WAYNE, IN

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
(11/29/2021)

IAR

Indiana
(1/27/2021)

IAR

Texas
(8/9/2022)

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: 12/23/2020

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 10/21/2013

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: 10/24/2013

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 9/6/2011

Investment Company Products/Variable Contracts Representative Examination

Current Firm

WISE WEALTH MANAGEMENT

WISE WEALTH LLC | WISE WEALTH MANAGEMENT

CRD#: 312430 / SEC#:

Florida

Registered Investment Advisory firm - (11/29/2021 Approved)

Indiana

Registered Investment Advisory firm - (1/27/2021 Approved)

Texas

Registered Investment Advisory firm - (8/9/2022 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

4656 West Jefferson Blvd Suite 210, Fort Wayne, IN 46804

Mailing Address

Phone number

(260) 704-7168

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	74
AUM (Assets Under Management)	$ 4,733,347

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

Neal Hansen

NET WORTH ADVISORY GROUP, LLC

IAR

Sandy, UT

Jori Guzhuna

AMERITAS ADVISORY SERVICES, LLC

LINCOLN, NE

Raymond Knezek

SEQUENT PLANNING, LLC

IAR

Houston, TX

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Jordan A. Wise

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jordan Alfred Wise's CRS (Customer Relationship Summary).

Certified licenses

Experience

FORESIDE FUND SERVICES, LLC

FORESIDE FUND SERVICES, LLC

GOLDMAN SACHS & CO. LLC

OSAIC FA, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 12/23/2020

Series 63

Date: 10/21/2013

SIE

Date: 10/1/2018

Series 7

Date: 10/24/2013

Series 6

Date: 9/6/2011

Current Firm

WISE WEALTH MANAGEMENT

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

WISE WEALTH MANAGEMENT

TRUST BUT VERIFY

Similar Advisors