Jordan M. Lindsay

STATERA WEALTH MANAGEMENT

ST. GEORGE, UT 84770

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CRD#: 6693819

Professional summary

Jordan Michael Lindsay, who also goes by Jordan Lindsay, is a registered financial advisor currently at STATERA WEALTH MANAGEMENT located in St. George, Utah.

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 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jordan Lindsay

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.

Statera Financial LLC. Investment Related. St George, UT 84790. Insurance Agent. Start 10/2024. Selling insurance products. 15/hours month FIIZ DRINKS, NOT INV RELATED, CEDAR CITY, UT, 100% OWNERSHIP WITH SPOUSE, START 5/1/2018, 70 HOURS PER MONTH, ZERO DURING TRADING, SODA SHOP FRANCHISE OWNER.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jordan Michael Lindsay'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®

None

Experience

Current

February 25, 2025 - Present

STATERA WEALTH MANAGEMENT

Office #1: 912 W. 1600 S. St. B201, St. George, UT 84770

RIA

CRD#: 333710

ST. GEORGE, UT

Past

June 11, 2019 - May 20, 2025

TREK FINANCIAL

RIA

CRD#: 109376

ST. GEORGE, UT

Past

September 25, 2018 - June 3, 2019

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

SAINT GEORGE, UT

Past

October 7, 2016 - June 3, 2019

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

SAINT GEORGE, UT

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".

STATERA WEALTH MANAGEMENT

REACH WEALTH MANAGEMENT LLC | STATERA WEALTH MANAGEMENT

CRD#: 333710 / SEC#: 801-131955

RIA

Registered Investment Advisory firm - (2/10/2025 Approved)

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

Utah
(2/25/2025)

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: 9/24/2018

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/18/2016

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 10/7/2016

Investment Company Products/Variable Contracts Representative Examination

Current Firm

STATERA WEALTH MANAGEMENT

REACH WEALTH MANAGEMENT LLC | STATERA WEALTH MANAGEMENT

CRD#: 333710 / SEC#: 801-131955

RIA

Registered Investment Advisory firm - (2/10/2025 Approved)

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Contact information

Main Address

912 W. 1600 S. St. B201, St. George, UT 84770

Mailing Address

Phone number

(435) 673-6350

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (7/23/2025)

Regulatory assets under management

Total Number of Accounts	600
AUM (Assets Under Management)	$ 145,000,000

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.

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Firm Stability Insights

Jordan M. Lindsay

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jordan Michael Lindsay's CRS (Customer Relationship Summary).

Certified licenses

Experience

TREK FINANCIAL

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

Primary Firm SEC Registration

STATERA WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 9/24/2018

Series 63

Date: 10/18/2016

SIE

Date: 10/1/2018

Series 6

Date: 10/7/2016

Current Firm

STATERA WEALTH MANAGEMENT

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

STATERA WEALTH MANAGEMENT

TRUST BUT VERIFY

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