Jordan J. Arnold

INSTRUMENTAL WEALTH

Tampa, FL 33609

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CRD#: 6330949

Professional summary

Jordan Joseph Arnold is a registered financial advisor currently at INSTRUMENTAL WEALTH, LLC located in Tampa, Florida.

Jordan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Jordan has worked at 2 firms and has passed the Series 65, Series 63, SIE 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 Joseph Arnold'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

March 24, 2021 - Present

INSTRUMENTAL WEALTH, LLC

Office #1: 1 N Dale Mabry Hwy. Ste #1000, Tampa, FL 33609

RIA

CRD#: 310788

Tampa, FL

Past

July 22, 2015 - February 11, 2021

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

RIA

CRD#: 2881

ST PETERSBURG, FL

Past

July 31, 2014 - February 11, 2021

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

ST PETERSBURG, FL

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".

INSTRUMENTAL WEALTH, LLC

INSTRUMENTAL WEALTH, LLC | TARIT ADVISORS, LLC

CRD#: 310788 / SEC#: 801-119577

RIA

Registered Investment Advisory firm - (10/2/2020 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

Florida
(3/24/2021)

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 65

Date: 7/15/2015

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/8/2014

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: 7/31/2014

Investment Company Products/Variable Contracts Representative Examination

Current Firm

INSTRUMENTAL WEALTH, LLC

INSTRUMENTAL WEALTH, LLC | TARIT ADVISORS, LLC

CRD#: 310788 / SEC#: 801-119577

RIA

Registered Investment Advisory firm - (10/2/2020 Approved)

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Contact information

Main Address

1 N Dale Mabry Hwy. Ste #1000, Tampa, FL 33609

Mailing Address

Phone number

(813) 578-7001

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (12 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE FOR INSTRUMENTAL WEALTH, LLC (3/26/2025)

Regulatory assets under management

Total Number of Accounts	1,930
AUM (Assets Under Management)	$ 397,079,061

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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Jordan J. Arnold

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jordan Joseph Arnold's CRS (Customer Relationship Summary).

Certified licenses

Experience

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Primary Firm SEC Registration

INSTRUMENTAL WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/15/2015

Series 63

Date: 9/8/2014

SIE

Date: 10/1/2018

Series 6

Date: 7/31/2014

Current Firm

INSTRUMENTAL WEALTH, LLC

Contact information

SEC notice filing (12 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

INSTRUMENTAL WEALTH, LLC

TRUST BUT VERIFY

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