Jordan S. Naffa

ARISTA WEALTH MANAGEMENT

Las Vegas, NV 89148

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CRD#: 6534732

Professional summary

Jordan S Naffa, CFP®, who also goes by Jordan S Naffa, is a registered financial advisor currently at ARISTA WEALTH MANAGEMENT, LLC located in Las Vegas, Nevada.

Jordan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Jordan has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

What are your service offerings?

Debt Management

Insurance Planning

Tax Planning

Inheritance

Estate Planning

Business Succession Planning

Life Transitions

Comprehensive Financial Planni...

Investment Planning

What is your minimum asset requirement?

500K

Are you a "fiduciary"?

Yes

Aliases

Jordan S Naffa

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 Naffa is a Licensed Insurance Agent. Mr. Naffa obtained his license on 6/3/2015 and spends 0 hours per month on this.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jordan S Naffa'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: 2022

Experience

Current

February 1, 2023 - Present

ARISTA WEALTH MANAGEMENT, LLC

Office #1: 8876 Spanish Ridge Avenue Suite 202, Las Vegas, NV 89148

RIA

CRD#: 141504

Las Vegas, NV

Past

May 20, 2016 - January 3, 2023

PORTFOLIO ADVISORS, INC.

RIA

CRD#: 106111

FRESNO, CA

Past

February 12, 2016 - May 17, 2016

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

RIA

CRD#: 611

FRESNO, CA

Past

August 10, 2015 - May 17, 2016

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

CRD#: 611

FRESNO, 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".

ARISTA WEALTH MANAGEMENT, LLC

ARISTA WEALTH MANAGEMENT, LLC | CB WEALTH MANAGEMENT

CRD#: 141504 / SEC#: 801-78190

RIA

Registered Investment Advisory firm - (6/13/2013 Approved)

Arizona

Registered Investment Advisory firm - (3/7/2014 Terminated)

Nevada

Registered Investment Advisory firm - (4/16/2014 Terminated)

Texas

Registered Investment Advisory firm - (12/7/2012 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Nevada
(2/1/2023)

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: 2/12/2016

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/5/2015

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 5/17/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 8/10/2015

Investment Company Products/Variable Contracts Representative Examination

Current Firm

ARISTA WEALTH MANAGEMENT, LLC

ARISTA WEALTH MANAGEMENT, LLC | CB WEALTH MANAGEMENT

CRD#: 141504 / SEC#: 801-78190

RIA

Registered Investment Advisory firm - (6/13/2013 Approved)

Arizona

Registered Investment Advisory firm - (3/7/2014 Terminated)

Nevada

Registered Investment Advisory firm - (4/16/2014 Terminated)

Texas

Registered Investment Advisory firm - (12/7/2012 Terminated)

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Contact information

Main Address

8876 Spanish Ridge Avenue Suite 202, Las Vegas, NV 89148

Mailing Address

Phone number

(702) 309-9970

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (15 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (10/22/2025)

Regulatory assets under management

Total Number of Accounts	1,883
AUM (Assets Under Management)	$ 1,028,543,710

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.

Contact information

(xxx) xxx-xxxx

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Advisor Monitoring

Firm Stability Insights

Jordan S. Naffa

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jordan S Naffa's CRS (Customer Relationship Summary).

Certified licenses

Experience

PORTFOLIO ADVISORS, INC.

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

Primary Firm SEC Registration

ARISTA WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/12/2016

Series 63

Date: 10/5/2015

SIE

Date: 5/17/2016

Series 6

Date: 8/10/2015

Current Firm

ARISTA WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (15 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ARISTA WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

Contact information

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