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Jordan Alva Rodriguez

Jordan A. Rodriguez

CHAGRIN VALLEY LEGACY ADVISORS
Beachwood, OH 44122
CRD#: 6651428
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Jordan Alva Rodriguez
Jordan Alva RodriguezCHAGRIN VALLEY LEGACY ADVISORS

Professional summary

Jordan Alva Rodriguez, CFP®, who also goes by Jordan Rodriguez, Jordan Alva Rodriguez, is a registered financial advisor currently at CHAGRIN VALLEY LEGACY ADVISORS, LLC located in Beachwood, Ohio.

Jordan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Jordan has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jordan Rodriguez | Jordan Alva Rodriguez

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 Alva Rodriguez'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®
CFP®

Certified Financial Planner

Start date: 2019

Experience

Current

March 12, 2026 - Present

CHAGRIN VALLEY LEGACY ADVISORS, LLC

Office #1: 25800 Science Park Drive Suite 150, Beachwood, OH 44122
RIA
CRD#: 340652
Beachwood, OH
Past

July 2, 2019 - March 27, 2026

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA
CRD#: 134139
Beachwood, OH
Past

July 2, 2019 - March 27, 2026

CAMBRIDGE INVESTMENT RESEARCH, INC.

BD
CRD#: 39543
Beachwood, OH
Past

September 5, 2017 - July 10, 2019

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
PEPPER PIKE, OH
Past

July 26, 2017 - July 10, 2019

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
PEPPER PIKE, OH

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
Ohio
(3/12/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 9/1/2017
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/26/2017
General Securities Representative Examination

Current Firm

CV
CHAGRIN VALLEY LEGACY ADVISORS, LLC
CHAGRIN VALLEY LEGACY ADVISORS, LLC

CRD#: 340652 / SEC#:

Ohio
Registered Investment Advisory firm - (3/12/2026 Approved)
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Contact information

Main Address
8682 Tanglewood Trail, Chagrin Falls, OH 44023
Mailing Address
25800 Science Park Dr #150, Beachwood, OH 44122
Phone number
(440) 539-4582
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

Red Flags

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Company Information

CHAGRIN VALLEY LEGACY ADVISORS, LLC

CRD#: 340652Beachwood, OH 44122

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