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JA

Jordan D. Alvarez

CONNECTED FINANCIAL STRATEGIES
ALLENDALE, MI
Some features on this profile are disabled
CRD#: 6691962
JA

Professional summary

Jordan Douglas Alvarez is a registered financial advisor currently at CONNECTED FINANCIAL STRATEGIES LLC located in Allendale, Michigan.

Jordan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Jordan has worked at 3 firms and has passed the Series 66, Series 63, Series 7TO, SIE and Series 6 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 Douglas Alvarez'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

February 25, 2026 - Present

CONNECTED FINANCIAL STRATEGIES LLC

RIA
CRD#: 340449
ALLENDALE, MI
Past

June 23, 2021 - March 3, 2026

EAGLE STRATEGIES LLC

RIA
CRD#: 110826
ALLENDALE, MI
Past

March 6, 2017 - March 3, 2026

NYLIFE SECURITIES LLC

BD
CRD#: 5167
ALLENDALE, MI

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
Michigan
(2/25/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 6/18/2021
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 10/4/2017
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 5/7/2021
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 3/6/2017
Investment Company Products/Variable Contracts Representative Examination

Current Firm

CF
CONNECTED FINANCIAL STRATEGIES LLC
CONNECTED FINANCIAL STRATEGIES LLC

CRD#: 340449 / SEC#:

Michigan
Registered Investment Advisory firm - (2/6/2026 Approved)
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
Allendale, MI
Mailing Address
Phone number
(616) 607-4681
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV
0

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

CONNECTED FINANCIAL STRATEGIES LLC

CRD#: 340449Allendale, MI

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