Jordan Lindh

COLUMBUS INVESTMENT ADVISORY

New Albany, OH 43054-7101

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CRD#: 7529298

Professional summary

Jordan Lindh is a registered financial advisor currently at COLUMBUS INVESTMENT ADVISORY INC. located in New Albany, Ohio.

Jordan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Jordan has worked at 2 firms and has passed the Series 65, Series 6TO and SIE exams.

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 Jordan Lindh'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

December 10, 2024 - Present

COLUMBUS INVESTMENT ADVISORY INC.

Office #1: 68 North High Street Building C, New Albany, OH 43054-7101

RIA

CRD#: 104595

New Albany, OH

Past

May 13, 2022 - April 10, 2023

NATIONWIDE INVESTMENT SERVICES CORPORATION

CRD#: 7110

GRANDVIEW HEIGHTS, OH

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".

COLUMBUS INVESTMENT ADVISORY INC.

CRD#: 104595 / SEC#: 801-51052

RIA

Registered Investment Advisory firm - (2/9/1996 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

Ohio
(12/10/2024)

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: 12/9/2024

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 6TO

Date: 5/13/2022

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 2/28/2022

Securities Industry Essentials Examination

Current Firm

COLUMBUS INVESTMENT ADVISORY INC.

CRD#: 104595 / SEC#: 801-51052

RIA

Registered Investment Advisory firm - (2/9/1996 Approved)

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Contact information

Main Address

68 North High Street Building C, New Albany, OH 43054-7101

Mailing Address

Phone number

(614) 882-1418

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BROCHURE 2025 (3/27/2025)

Regulatory assets under management

Total Number of Accounts	103
AUM (Assets Under Management)	$ 405,608,867

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 Lindh

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

COLUMBUS INVESTMENT ADVISORY INC.

NATIONWIDE INVESTMENT SERVICES CORPORATION

Primary Firm SEC Registration

COLUMBUS INVESTMENT ADVISORY INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 12/9/2024

Series 6TO

Date: 5/13/2022

SIE

Date: 2/28/2022

Current Firm

COLUMBUS INVESTMENT ADVISORY INC.

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

COLUMBUS INVESTMENT ADVISORY INC.

TRUST BUT VERIFY

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