JG
Jordan E. Grzesczyk
CGN ADVISORS
Santa Monica, CA
Some features on this profile are disabled
CRD#: 6363978
JG
Professional summary
Jordan Edward Grzesczyk, CFP®, who also goes by Jordan E Grzesczyk, Jordan Edward Grzesczyk, is a registered financial advisor currently at CGN ADVISORS, LLC located in Santa Monica, California.
Jordan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Jordan has worked at 4 firms and has passed the Series 66, Series 7TO, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jordan E Grzesczyk | Jordan Edward Grzesczyk
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.
Mr. Grzesczyk is not engaged in any reportable outside business activities. Mr. Grzesczyk holds insurance licenses for the purpose of providing insurance-related advice to firm clients, however, the firm does not permit him to be appointed with any insurance carrier, meaning he cannot sell insurance products or earn commissions related to the sale of insurance products.
CRS (Client Relationship Summary) - RIA
Click below to view Jordan Edward Grzesczyk'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®
Experience
Current
June 9, 2021 - Present
CGN ADVISORS, LLC
RIA
CRD#: 159359
Santa Monica, CA
Past
May 1, 2018 - June 10, 2021
RAYMOND JAMES & ASSOCIATES, INC.
RIA
CRD#: 705
Los Angeles, CA
Past
May 1, 2018 - June 10, 2021
RAYMOND JAMES & ASSOCIATES, INC.
BD
CRD#: 705
Los Angeles, CA
Past
April 10, 2017 - April 17, 2018
MORGAN STANLEY
RIA
CRD#: 149777
NEW HAVEN, CT
Past
April 10, 2017 - April 17, 2018
MORGAN STANLEY
BD
CRD#: 149777
NEW HAVEN, CT
Past
September 10, 2014 - February 22, 2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
HARTFORD, CT
Past
August 12, 2014 - February 22, 2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
HARTFORD, CT
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".
CGN ADVISORS, LLC
7 SQUARED CAPITAL ADVISORS | WOODHULL CAPITAL ADVISORS | WEALTH PROTECT ADVISORS | WATCHDOG FINANCIAL ADVISORS | VERITAS FINANCIAL CONSULTING | VEO FINANCIAL COUNSEL | UPWARD FINANCIAL PLANNING | UPSTATE FINANCIAL ADVISERS | TRANSVERSE WEALTH SOLUTIONS | T ROWLAND FINANCIAL SERVICES | SYNERGY FINANCIAL PLANNING | SWAN FINANCIAL PLANNING | SUNDIAL FINANCIAL PLANNING | STOWERS FINANCIAL PLANNING | SKS ADVISORY SERVICES | SCHOLAR FINANCIAL | SADDLE VIEW FINANCIAL PLANNING | RIVERMARK WEALTH MANAGEMENT | RIGHT ON THE MONEY FINANCIAL PLANNING | PYXIS FINANCIAL PLANNING | PRESCOTT TOTAL FINANCIAL WELLNESS | PETERSON FINANCIAL PLANNING | PERCEIVE | PEARSON FINANCIAL PLANNING | ONLINEFINANCIALPLAN.NET | NICHOLS FINANCIAL ADVICE | MOORE FAMILY FINANCIAL | MODERN FINANCIAL PLANNING | MLG FINANCIAL PLANNING | LS FINANCIAL PLANNING | LINCE FINANCIAL PLANNING | LENINGTON FINANCIAL | LAKE COUNTRY FINANCIAL PLANNING | KULIG FINANCIAL ADVISORS | KULECK FINANCIAL PLANNING | KASTLER FINANCIAL PLANNING | JEFFREY A. DRAYTON FINANCIAL PLANNING & WEALTH MANAGEMENT | HUEBNER FINANCIAL PLANNING | HICKS FINANCIAL PARTNERS | HAMILTON FINANCIAL PLANNING | HAISTEN FINANCIAL PLANNING | GROWING FORTUNES FINANCIAL PARTNERS | GREEN FINANCIAL PLANNING | GREALISH INVESTMENT COUNSELING | GARRISON/KNIGHT FINANCIAL PLANNING | GARRETT INVESTMENT ADVISORS, LLC | GARDEN FINANCIAL PLANNING | FREEDMAN FINANCIAL PLANNING | FREDRICKSON FINANCIAL PLANNING | FOURTEEN FORTY FINANCIAL PARTNERS | FOUR PONDS FINANCIAL PLANNING | FORERUNNER FINANCIAL PLANNING | FLORES FINANCIAL PLANNING | FINANCIAL FREEDOM WEALTH ADVISORS | FINANCIAL ADVOCATE FOR YOU | FIALKOW FINANCIAL PLANNING | FAIR WINDS FINANCIAL ADVICE | EVA BARBERI FINANCIAL PLANNING | EQUI FINANICAL PLANNING | ENVISAGE FINANCIAL PLANNING | EMPOWERMENT FIDUCIARY | ELEVATE FINANCIAL PLANNING | DEK FINANCIAL SOLUTIONS | CORNERSTONE FINANCIAL PLANNING | COFFEETREE FINANCIAL PLANNING | CHRYSALLIS PERSONAL FINANCIAL ADVISING | CHERYL OBER FINANCIAL PLANNING | CGN ADVISORS, LLC | CGN ADVISORS | BUTTONWOOD ADVISORS | BROOKS FINANCIAL PLANNING | BLUE LANTERN | BINDER FINANCIAL PLANNING | BERNSTEIN PLANNING AND INVESTMENT MANAGEMENT | BELDING FINANCIAL PLANNING | BARBERI FINANCIAL PLANNING | ARGONAUT FINANCIAL PLANNING & INVESTMENT MANAGEMENT | ARCADIA FINANCIAL STRATEGIES | AMITY FINANCIAL ACHIEVEMENTS | ALPHA CLEAR FINANCIAL PLANNING | ALLEGORY ADVISORY | ALL SEASONS WEALTH MANAGEMENT
CRD#: 159359 / SEC#: 801-72913
RIA
Registered Investment Advisory firm - (12/8/2011 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
California(6/9/2021)
IAR
Texas(2/9/2024)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 10/1/2022
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Current Firm
CGN ADVISORS, LLC
7 SQUARED CAPITAL ADVISORS | WOODHULL CAPITAL ADVISORS | WEALTH PROTECT ADVISORS | WATCHDOG FINANCIAL ADVISORS | VERITAS FINANCIAL CONSULTING | VEO FINANCIAL COUNSEL | UPWARD FINANCIAL PLANNING | UPSTATE FINANCIAL ADVISERS | TRANSVERSE WEALTH SOLUTIONS | T ROWLAND FINANCIAL SERVICES | SYNERGY FINANCIAL PLANNING | SWAN FINANCIAL PLANNING | SUNDIAL FINANCIAL PLANNING | STOWERS FINANCIAL PLANNING | SKS ADVISORY SERVICES | SCHOLAR FINANCIAL | SADDLE VIEW FINANCIAL PLANNING | RIVERMARK WEALTH MANAGEMENT | RIGHT ON THE MONEY FINANCIAL PLANNING | PYXIS FINANCIAL PLANNING | PRESCOTT TOTAL FINANCIAL WELLNESS | PETERSON FINANCIAL PLANNING | PERCEIVE | PEARSON FINANCIAL PLANNING | ONLINEFINANCIALPLAN.NET | NICHOLS FINANCIAL ADVICE | MOORE FAMILY FINANCIAL | MODERN FINANCIAL PLANNING | MLG FINANCIAL PLANNING | LS FINANCIAL PLANNING | LINCE FINANCIAL PLANNING | LENINGTON FINANCIAL | LAKE COUNTRY FINANCIAL PLANNING | KULIG FINANCIAL ADVISORS | KULECK FINANCIAL PLANNING | KASTLER FINANCIAL PLANNING | JEFFREY A. DRAYTON FINANCIAL PLANNING & WEALTH MANAGEMENT | HUEBNER FINANCIAL PLANNING | HICKS FINANCIAL PARTNERS | HAMILTON FINANCIAL PLANNING | HAISTEN FINANCIAL PLANNING | GROWING FORTUNES FINANCIAL PARTNERS | GREEN FINANCIAL PLANNING | GREALISH INVESTMENT COUNSELING | GARRISON/KNIGHT FINANCIAL PLANNING | GARRETT INVESTMENT ADVISORS, LLC | GARDEN FINANCIAL PLANNING | FREEDMAN FINANCIAL PLANNING | FREDRICKSON FINANCIAL PLANNING | FOURTEEN FORTY FINANCIAL PARTNERS | FOUR PONDS FINANCIAL PLANNING | FORERUNNER FINANCIAL PLANNING | FLORES FINANCIAL PLANNING | FINANCIAL FREEDOM WEALTH ADVISORS | FINANCIAL ADVOCATE FOR YOU | FIALKOW FINANCIAL PLANNING | FAIR WINDS FINANCIAL ADVICE | EVA BARBERI FINANCIAL PLANNING | EQUI FINANICAL PLANNING | ENVISAGE FINANCIAL PLANNING | EMPOWERMENT FIDUCIARY | ELEVATE FINANCIAL PLANNING | DEK FINANCIAL SOLUTIONS | CORNERSTONE FINANCIAL PLANNING | COFFEETREE FINANCIAL PLANNING | CHRYSALLIS PERSONAL FINANCIAL ADVISING | CHERYL OBER FINANCIAL PLANNING | CGN ADVISORS, LLC | CGN ADVISORS | BUTTONWOOD ADVISORS | BROOKS FINANCIAL PLANNING | BLUE LANTERN | BINDER FINANCIAL PLANNING | BERNSTEIN PLANNING AND INVESTMENT MANAGEMENT | BELDING FINANCIAL PLANNING | BARBERI FINANCIAL PLANNING | ARGONAUT FINANCIAL PLANNING & INVESTMENT MANAGEMENT | ARCADIA FINANCIAL STRATEGIES | AMITY FINANCIAL ACHIEVEMENTS | ALPHA CLEAR FINANCIAL PLANNING | ALLEGORY ADVISORY | ALL SEASONS WEALTH MANAGEMENT
CRD#: 159359 / SEC#: 801-72913
RIA
Registered Investment Advisory firm - (12/8/2011 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
512 Poyntz Ave Suite 120, Manhattan, KS 66502
Mailing Address
Phone number
(910) 333-6659
Established
Firm type
Fiscal year end
# of Employees
38
SEC notice filing (44 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 3,609 |
| AUM (Assets Under Management) | $ 1,261,550,096 |
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.
