Mahoghany Jordan

P3 WEALTH MANAGEMENT

Cordova, TN 38016

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CRD#: 7416161

Professional summary

Mahoghany Jordan is a registered financial advisor currently at P3 WEALTH MANAGEMENT located in Cordova, Tennessee.

Mahoghany is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Mahoghany has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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 Mahoghany Jordan'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

January 11, 2024 - Present

P3 WEALTH MANAGEMENT

Office #1: 1316 Hardwood Trail, Cordova, TN 38016

RIA

CRD#: 300373

Cordova, TN

Past

November 16, 2021 - December 31, 2023

P3 WEALTH MANAGEMENT

RIA

CRD#: 300373

CORDOVA, TN

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

Maryland
(3/12/2025)

IAR

Mississippi
(3/27/2024)

IAR

Tennessee
(1/11/2024)

IAR

Texas
(3/28/2024)

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: 10/23/2021

Uniform Investment Adviser Law Examination

Current Firm

P3 WEALTH MANAGEMENT

P3 WEALTH MANAGEMENT | P3 WEALTH MANAGEMENT, INC.

CRD#: 300373 / SEC#:

Maryland

Registered Investment Advisory firm - (4/1/2024 Approved)

Mississippi

Registered Investment Advisory firm - (1/26/2024 Approved)

Tennessee

Registered Investment Advisory firm - (1/11/2024 Approved)

Texas

Registered Investment Advisory firm - (3/27/2024 Conditional Restricted)

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Contact information

Main Address

1316 Hardwood Trail, Cordova, TN 38016

Mailing Address

Phone number

(901) 209-4015

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	584
AUM (Assets Under Management)	$ 25,522,429

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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Mahoghany Jordan

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

P3 WEALTH MANAGEMENT

P3 WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 10/23/2021

Current Firm

P3 WEALTH MANAGEMENT

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

P3 WEALTH MANAGEMENT

TRUST BUT VERIFY

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