Jordan D. Stefanov

UNITED CAPITAL FINANCIAL ADVISORS

IRVING, TX 75062

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CRD#: 6123568

Professional summary

Jordan Dimiter Stefanov, who also goes by Jordan Stefanov, is a registered financial advisor currently at UNITED CAPITAL FINANCIAL ADVISORS located in Irving, Texas.

Jordan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Jordan has worked at 7 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jordan Stefanov

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 Dimiter Stefanov'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

October 20, 2025 - Present

UNITED CAPITAL FINANCIAL ADVISORS

Office #1: 125 E John Carpenter Frwy Ste 1300, Irving, TX 75062

RIA

CRD#: 134600

IRVING, TX

Past

May 23, 2024 - February 3, 2025

GDS WEALTH MANAGEMENT

RIA

CRD#: 315934

FLOWER MOUND, TX

Past

September 3, 2020 - November 15, 2023

GOLDMAN SACHS & CO. LLC

CRD#: 361

Irving, TX

Past

November 1, 2017 - September 1, 2020

CETERA WEALTH SERVICES, LLC

CRD#: 13572

IRVING, TX

Past

June 26, 2017 - May 8, 2024

UNITED CAPITAL FINANCIAL ADVISORS

RIA

CRD#: 134600

IRVING, TX

Past

October 29, 2016 - November 1, 2017

GIRARD SECURITIES, INC.

CRD#: 18697

INDIANAPOLIS, IN

Past

October 25, 2013 - December 8, 2014

ONEAMERICA SECURITIES, INC.

CRD#: 4173

CARMEL, IN

Past

December 14, 2012 - April 23, 2013

MML INVESTORS SERVICES, LLC

CRD#: 10409

INDIANAPOLIS, IN

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".

UNITED CAPITAL FINANCIAL ADVISORS

CRD#: 134600 / SEC#: 801-64376

RIA

Registered Investment Advisory firm - (6/9/2005 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
(10/20/2025)

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 65

Date: 6/26/2017

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/7/2013

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 12/13/2012

Investment Company Products/Variable Contracts Representative Examination

Current Firm

UNITED CAPITAL FINANCIAL ADVISORS

CRD#: 134600 / SEC#: 801-64376

RIA

Registered Investment Advisory firm - (6/9/2005 Approved)

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Contact information

Main Address

125 E John Carpenter Frwy Suite 1300, Irving, TX 75062

Mailing Address

Phone number

(972) 822-2055

Established

Firm type

Fiscal year end

# of Employees

271

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

UNITED CAPITAL FINANCIAL ADVISORS WRAP FEE PROGRAM BROCHURE (3/28/2025)

UNITED CAPITAL FINANCIAL ADVISORS ADV PART 2A (3/28/2025)

Regulatory assets under management

Total Number of Accounts	41,738
AUM (Assets Under Management)	$ 17,211,052,120

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/01/2024	Cover Page	Report
10/30/2023	Cover Page	Report
01/26/2023	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 D. Stefanov

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jordan Dimiter Stefanov's CRS (Customer Relationship Summary).

Certified licenses

Experience

GDS WEALTH MANAGEMENT

GOLDMAN SACHS & CO. LLC

CETERA WEALTH SERVICES, LLC

UNITED CAPITAL FINANCIAL ADVISORS

GIRARD SECURITIES, INC.

ONEAMERICA SECURITIES, INC.

MML INVESTORS SERVICES, LLC

Primary Firm SEC Registration

UNITED CAPITAL FINANCIAL ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 6/26/2017

Series 63

Date: 2/7/2013

SIE

Date: 10/1/2018

Series 6

Date: 12/13/2012

Current Firm

UNITED CAPITAL FINANCIAL ADVISORS

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

UNITED CAPITAL FINANCIAL ADVISORS

TRUST BUT VERIFY

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