Jordan D. Salim

3:23 FINANCIAL SERVICES LLC

RICHARDSON, TX 75080

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CRD#: 6753740

Professional summary

Jordan David Salim, who also goes by Jordan Salim, is a registered financial advisor currently at 3:23 FINANCIAL SERVICES LLC located in Richardson, Texas.

Jordan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Jordan has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jordan Salim

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 David Salim'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

June 23, 2025 - Present

3:23 FINANCIAL SERVICES LLC

Office #1: 2083 Collins Blvd, Richardson, TX 75080

RIA

CRD#: 336102

RICHARDSON, TX

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

Texas
(6/23/2025)

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

Current Firm

3:23 FINANCIAL SERVICES LLC

3:23 FINANCIAL SERVICES LLC | TEAM 3:23 | AND 3:23 | 3:23 TEAM

CRD#: 336102 / SEC#:

Texas

Registered Investment Advisory firm - (6/23/2025 Approved)

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Contact information

Main Address

2083 Collins Blvd, Richardson, TX 75080

Mailing Address

Phone number

(214) 499-2479

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	18
AUM (Assets Under Management)	$ 1,511,505

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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Jordan D. Salim

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jordan David Salim's CRS (Customer Relationship Summary).

Certified licenses

Experience

3:23 FINANCIAL SERVICES LLC

State Registrations and Notice Filings

Exams

Current Firm

3:23 FINANCIAL SERVICES LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

3:23 FINANCIAL SERVICES LLC

TRUST BUT VERIFY

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