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JN

Jordan P. Neumann

VERTRIX WEALTH MANAGEMENT
TROY, MI 48083
Some features on this profile are disabled
CRD#: 6861927
JN

Professional summary

Jordan Paul Neumann, who also goes by Jordan Neumann, is a registered financial advisor currently at VERTRIX WEALTH MANAGEMENT, LLC located in Troy, Michigan.

Jordan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Jordan has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jordan Neumann

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 Paul Neumann'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

January 20, 2026 - Present

VERTRIX WEALTH MANAGEMENT, LLC

Office #1: 1909 East Big Beaver, Troy, MI 48083
RIA
CRD#: 339547
TROY, MI
Past

February 5, 2021 - January 21, 2026

GREYSTONE FINANCIAL GROUP, LLC

RIA
CRD#: 306595
BLOOMFIELD HILLS, 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
(1/20/2026)
IAR
Texas
(1/20/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/14/2020
Uniform Investment Adviser Law Examination

Current Firm

VW
VERTRIX WEALTH MANAGEMENT, LLC
VERTRIX WEALTH MANAGEMENT | VERTRIX WEALTH MANAGEMENT, LLC

CRD#: 339547 / SEC#: 801-134983

RIA
Registered Investment Advisory firm - (12/19/2025 120-Day Approval)
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Contact information

Main Address
1909 East Big Beaver, Troy, MI 48083
Mailing Address
Phone number
(248) 602-0555
Established
Firm type
Fiscal year end
# of Employees
7

SEC notice filing (3 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

VERTRIX ADV PART 2A FIRM BROCHURE (1/20/2026)
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

VERTRIX WEALTH MANAGEMENT, LLC

CRD#: 339547Troy, MI 48083

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