Jordan R. Gilberti
CORE PLANNING
Hillsborough, NJ
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CRD#: 6987062
Professional summary
Jordan Robert Gilberti, CFP®, who also goes by Jordan Gilberti, is a registered financial advisor currently at CORE PLANNING located in Hillsborough, New Jersey and BOLDIN ADVISORS located in Tampa, Florida.
Jordan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Jordan has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jordan Gilberti
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.
1) Jordan Gilberti is dually registered with NewRetirement Advisors LLC d/b/a Boldin Advisors ("Boldin Advisors") and Core Planning ("Core Planning"). Mr. Gilberti has served as an investment advisor representative for Boldin Advisors since 07/2025 and as an investment advisor representative of Core Planning since 10/2024. Business is conducted from Tampa, FL 33602. Approximately 40% of Mr. Gilberti's time is for services as an investment advisor representative with Core Planning and approximately 50% of his time is for services as an investment advisor representative with Boldin Advisors. 2) Ontrail, Inc.; Investment-related; Tampa, FL 33602; Consulting for financial planning firm; Senior Planner; Conduct introductory calls with clients, build out initial financial plans for clients, and respond to any client inquiries; Approx. 10% of time during the month.
CRS (Client Relationship Summary) - RIA
Click below to view Jordan Robert Gilberti'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®
Start date: 2021
Experience
Current
October 24, 2024 - Present
CORE PLANNING
RIA
CRD#: 154660
Hillsborough, NJ
Current
October 17, 2025 - Present
BOLDIN ADVISORS
RIA
CRD#: 294881
TAMPA, FL
Past
April 23, 2021 - October 11, 2024
FACET
RIA
CRD#: 285961
BALTIMORE, MD
Past
June 17, 2019 - June 8, 2021
AE WEALTH MANAGEMENT, LLC
RIA
CRD#: 282580
WALL, NJ
Past
February 21, 2019 - May 21, 2019
PARK AVENUE SECURITIES LLC
RIA
CRD#: 46173
SHREWSBURY, NJ
Past
September 27, 2018 - May 21, 2019
PARK AVENUE SECURITIES LLC
BD
CRD#: 46173
SHREWSBURY, NJ
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".
CORE PLANNING
AD ASTRA | ST. LOUIS PRIVATE ADVISORS | SAVOR FINANCIAL | PINK THREAD | PENN GUY M. JR | H3FP | G. M. PENN WEALTH MANAGEMENT | COREALIGN | CORE PLANNING, LLC | CORE PLANNING | CORE
CRD#: 154660 / SEC#: 801-131950
RIA
Registered Investment Advisory firm - (2/13/2025 Approved)California
Registered Investment Advisory firm - (5/9/2025 Terminated)Illinois
Registered Investment Advisory firm - (4/9/2025 Terminated)Missouri
Registered Investment Advisory firm - (4/9/2025 Terminated)Oregon
Registered Investment Advisory firm - (4/9/2025 Terminated)Texas
Registered Investment Advisory firm - (4/9/2025 Terminated)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
Missouri(10/24/2024)
IAR
New Jersey(10/17/2025)
IAR
Texas(10/17/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
CORE PLANNING
AD ASTRA | ST. LOUIS PRIVATE ADVISORS | SAVOR FINANCIAL | PINK THREAD | PENN GUY M. JR | H3FP | G. M. PENN WEALTH MANAGEMENT | COREALIGN | CORE PLANNING, LLC | CORE PLANNING | CORE
CRD#: 154660 / SEC#: 801-131950
RIA
Registered Investment Advisory firm - (2/13/2025 Approved)California
Registered Investment Advisory firm - (5/9/2025 Terminated)Illinois
Registered Investment Advisory firm - (4/9/2025 Terminated)Missouri
Registered Investment Advisory firm - (4/9/2025 Terminated)Oregon
Registered Investment Advisory firm - (4/9/2025 Terminated)Texas
Registered Investment Advisory firm - (4/9/2025 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
706 N Main St, Ofallon, MO 63366
Mailing Address
Phone number
(636) 734-7507
Established
Firm type
Fiscal year end
# of Employees
32
SEC notice filing (29 States and Territories)
Documents
Part 2 Brochures
Regulatory assets under management
| Total Number of Accounts | 884 |
| AUM (Assets Under Management) | $ 121,451,500 |
Red Flags
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