Jordan M. Masciorini

TICINO WEALTH

MISSION VIEJO, CA 92691

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CRD#: 7028779

Professional summary

Jordan Michael Masciorini, who also goes by Jordan Masciorini, is a registered financial advisor currently at TICINO WEALTH located in Mission Viejo, California.

Jordan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Jordan has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jordan Masciorini

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 Michael Masciorini'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

September 23, 2025 - Present

TICINO WEALTH

Office #1: 27201 Puerta Real Suite #410, Mission Viejo, CA 92691

RIA

CRD#: 335808

MISSION VIEJO, CA

Past

January 11, 2019 - September 30, 2025

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

CARLSBAD, CA

Past

December 14, 2018 - September 30, 2025

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

CARLSBAD, CA

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".

TICINO WEALTH

TICINO WEALTH | TICINO WEALTH LLC

CRD#: 335808 / SEC#: 801-133742

RIA

Registered Investment Advisory firm - (6/23/2025 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

California
(9/23/2025)

IAR

Texas
(10/16/2025)

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 66

Date: 1/11/2019

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 12/14/2018

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 11/9/2018

Securities Industry Essentials Examination

Current Firm

TICINO WEALTH

TICINO WEALTH | TICINO WEALTH LLC

CRD#: 335808 / SEC#: 801-133742

RIA

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

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Contact information

Main Address

27201 Puerta Real Suite #410, Mission Viejo, CA 92691

Mailing Address

Phone number

(949) 427-8104

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TICINO WEALTH FORM ADV PART 2A APPENDIX 1 WRAP FEE BROCHURE (10/16/2025)

TICINO WEALTH FORM ADV PART 2A BROCHURE (10/16/2025)

Regulatory assets under management

Total Number of Accounts	772
AUM (Assets Under Management)	$ 395,156,403

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 M. Masciorini

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

TICINO WEALTH

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

Primary Firm SEC Registration

TICINO WEALTH

State Registrations and Notice Filings

Exams

Series 66

Date: 1/11/2019

Series 7TO

Date: 12/14/2018

SIE

Date: 11/9/2018

Current Firm

TICINO WEALTH

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TICINO WEALTH

TRUST BUT VERIFY

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