Jordan D. Kast

GDS WEALTH MANAGEMENT

Flower Mound, TX 75022

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CRD#: 6163063

Professional summary

Jordan Daniel Kast, CFP® is a registered financial advisor currently at GDS WEALTH MANAGEMENT located in Flower Mound, Texas.

Jordan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Jordan has worked at 4 firms and has passed the Series 66, Series 7TO and SIE 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.

1) Raymond James Financial Services, Registered Representative, 01/2021 - Present 2) Raymond James Financial Services Advisors, Investment Adviser Representative, 01/2021 - Present 3) Glen D. Smith & Associates - Investment Adviser Representative, 01/2021 - Present

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jordan Daniel Kast'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: 2021

Experience

Current

September 27, 2021 - Present

GDS WEALTH MANAGEMENT

Office #1: 2910 Lakeside Village Blvd, Flower Mound, TX 75022

RIA

CRD#: 315934

Flower Mound, TX

Past

January 27, 2021 - October 11, 2021

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

Flower Mound, TX

Past

January 27, 2021 - October 11, 2021

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

FLOWER MOUND, TX

Past

September 24, 2019 - October 15, 2020

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

SANTA CLARA, CA

Past

June 13, 2019 - October 15, 2020

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

SANTA CLARA, 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".

GDS WEALTH MANAGEMENT

GDS WEALTH MANAGEMENT | ONE WAY HOLDINGS LLC | GLEN D. SMITH & ASSOCIATES

CRD#: 315934 / SEC#: 801-122391

RIA

Registered Investment Advisory firm - (9/27/2021 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
(9/27/2021)

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: 9/21/2019

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 6/13/2019

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 4/5/2019

Securities Industry Essentials Examination

Current Firm

GDS WEALTH MANAGEMENT

GDS WEALTH MANAGEMENT | ONE WAY HOLDINGS LLC | GLEN D. SMITH & ASSOCIATES

CRD#: 315934 / SEC#: 801-122391

RIA

Registered Investment Advisory firm - (9/27/2021 Approved)

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Contact information

Main Address

2910 Lakeside Village Blvd, Flower Mound, TX 75022

Mailing Address

Phone number

(469) 212-8072

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE FOR GDS WEALTH MANAGEMENT (5/5/2025)

Regulatory assets under management

Total Number of Accounts	3,420
AUM (Assets Under Management)	$ 1,281,897,626

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. Kast

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jordan Daniel Kast's CRS (Customer Relationship Summary).

Certified licenses

Experience

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

GDS WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 66

Date: 9/21/2019

Series 7TO

Date: 6/13/2019

SIE

Date: 4/5/2019

Current Firm

GDS WEALTH MANAGEMENT

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GDS WEALTH MANAGEMENT

TRUST BUT VERIFY

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