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JK

Jordan Korte

CORRECT CAPITAL WEALTH MANAGEMENT
Clayton, MO 63105
Some features on this profile are disabled
CRD#: 7643766
JK

Professional summary

Jordan Korte is a registered financial advisor currently at CORRECT CAPITAL WEALTH MANAGEMENT, LLC located in Clayton, Missouri.

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 exam.

top-8-questions

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 Korte'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

August 7, 2024 - Present

CORRECT CAPITAL WEALTH MANAGEMENT, LLC

Office #1: 130 S Bemiston Avenue Suite 602, Clayton, MO 63105
RIA
CRD#: 298774
Clayton, MO
Past

October 3, 2022 - November 19, 2024

PROPARTNERS WEALTH

RIA
CRD#: 309875
COLUMBIA, MO

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".
CC
CORRECT CAPITAL WEALTH MANAGEMENT, LLC
CORRECT CAPITAL WEALTH MANAGEMENT, LLC

CRD#: 298774 / SEC#: 801-114075

RIA
Registered Investment Advisory firm - (9/28/2018 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
Missouri
(8/7/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/26/2022
Uniform Investment Adviser Law Examination

Current Firm

CC
CORRECT CAPITAL WEALTH MANAGEMENT, LLC
CORRECT CAPITAL WEALTH MANAGEMENT, LLC

CRD#: 298774 / SEC#: 801-114075

RIA
Registered Investment Advisory firm - (9/28/2018 Approved)
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Contact information

Main Address
130 S Bemiston Avenue Suite 602, Clayton, MO 63105
Mailing Address
Phone number
(314) 930-4015
Established
Firm type
Fiscal year end
# of Employees
5

SEC notice filing (13 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

PART 2A BROCHURE (3/31/2025)

Regulatory assets under management

Total Number of Accounts1,730
AUM (Assets Under Management)$ 921,472,084

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

CORRECT CAPITAL WEALTH MANAGEMENT, LLC

CRD#: 298774Clayton, MO 63105

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