Jordan L. Crabb
Professional summary
Jordan L Crabb, CFP®, who also goes by Jordan Crabb, is a registered financial advisor currently at TFO WEALTH PARTNERS located in Maumee, Ohio.
Jordan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Jordan has worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jordan L Crabb's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2020
Experience
June 2, 2026 - Present
TFO WEALTH PARTNERS
Office #1: 1440 Arrowhead Drive, Maumee, OH 43537April 5, 2022 - May 11, 2026
MARINER WEALTH
June 15, 2021 - March 23, 2022
COLUMN CAPITAL ADVISORS, LLC
March 23, 2021 - June 8, 2021
FACET
February 13, 2019 - March 19, 2021
COLUMN CAPITAL ADVISORS, LLC
May 29, 2018 - November 21, 2018
CADARET, GRANT & CO., INC.
September 11, 2017 - April 9, 2018
CHARLES SCHWAB & CO., INC.
Primary Firm SEC Registration
TFO WEALTH PARTNERS
CRD#: 124407 / SEC#: 801-62074
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/2/2026)
Exams
Current Firm
TFO WEALTH PARTNERS
CRD#: 124407 / SEC#: 801-62074
Contact information
SEC notice filing (28 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 5,141 |
| AUM (Assets Under Management) | $ 4,852,786,561 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/25/2025 | ||
| 10/14/2024 | ||
| 09/21/2023 | ||
| 02/27/2023 |
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.
