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JA

Jordan Awoye

AWOYE CAPITAL
Bay Shore, NY
Some features on this profile are disabled
CRD#: 6600772
JA

Professional summary

Jordan Awoye is a registered financial advisor currently at AWOYE CAPITAL, LLC located in Bay Shore, New York.

Jordan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Jordan has worked at 3 firms and has passed the Series 66, Series 7TO, SIE, Series 7 and Series 24 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 Awoye'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®
None

Experience

Current

March 15, 2021 - Present

AWOYE CAPITAL, LLC

RIA
CRD#: 312286
Bay Shore, NY
Past

January 20, 2023 - March 30, 2026

WEILD & CO.

BD
CRD#: 132398
BOULDER, CO
Past

May 23, 2016 - January 29, 2021

EQUITABLE ADVISORS, LLC

RIA
CRD#: 6627
WOODBURY, NY
Past

March 23, 2016 - January 29, 2021

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
WOODBURY, NY

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
New York
(3/15/2021)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 5/19/2016
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 12/22/2022
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 3/23/2016
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 12/22/2022
General Securities Principal Examination

Current Firm

AC
AWOYE CAPITAL, LLC
AWOYE CAPITAL, LLC

CRD#: 312286 / SEC#:

New York
Registered Investment Advisory firm - (1/15/2021 Approved)
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Contact information

Main Address
Bay Shore, NY
Mailing Address
26 Raildroad Ave #139, Babylon, NY 11702-2204
Phone number
(631) 398-7452
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts49
AUM (Assets Under Management)$ 1,540,097

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.

Company Information

AWOYE CAPITAL, LLC

CRD#: 312286Bay Shore, NY

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