Jordan T. Harriz

KOSS-OLINGER CONSULTING.

Gainesville, FL 32606

Some features on this profile are disabled

CRD#: 7643905

Professional summary

Jordan Thomas Harriz, who also goes by Jordan Harriz, is a registered financial advisor currently at KOSS-OLINGER CONSULTING, LLC. located in Gainesville, Florida.

Jordan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Jordan has worked at 2 firms and has passed the Series 65, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jordan Harriz

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.

Nauti Dog Custom Rods, not investment related, Business address is my home address, the nature of the business is building custom fishing rods and related components. I am the Owner. the business was established March of 2021. I work roughly 60 hours a month on the business with none of those hours being during trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jordan Thomas Harriz'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

July 10, 2025 - Present

KOSS-OLINGER CONSULTING, LLC.

Office #1: 2700 Nw 43rd Street, Suite A, Gainesville, FL 32606

RIA

CRD#: 111855

Gainesville, FL

Past

June 2, 2023 - December 31, 2024

VALMARK SECURITIES, INC.

CRD#: 31243

GAINESVILLE, FL

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".

KOSS-OLINGER CONSULTING, LLC.

KOSS OLINGER CONSULTING, LLC | KOSS-OLINGER CONSULTING, LLC. | KOSS-OLINGER CONSULTING, INC.

CRD#: 111855 / SEC#: 801-58175

RIA

Registered Investment Advisory firm - (11/24/2000 Approved)

North Carolina

Registered Investment Advisory firm - (3/18/2016 Terminated)

Ohio

Registered Investment Advisory firm - (3/14/2016 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Florida
(7/10/2025)

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 65

Date: 5/2/2025

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7TO

Date: 6/2/2023

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 12/20/2022

Securities Industry Essentials Examination

Current Firm

KOSS-OLINGER CONSULTING, LLC.

KOSS OLINGER CONSULTING, LLC | KOSS-OLINGER CONSULTING, LLC. | KOSS-OLINGER CONSULTING, INC.

CRD#: 111855 / SEC#: 801-58175

RIA

Registered Investment Advisory firm - (11/24/2000 Approved)

North Carolina

Registered Investment Advisory firm - (3/18/2016 Terminated)

Ohio

Registered Investment Advisory firm - (3/14/2016 Terminated)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

2700-a Nw 43rd Street, Gainesville, FL 32606

Mailing Address

Phone number

(352) 373-3337

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (15 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

KOSS-OLINGER CONSULTING, LLC FIRM BROCHURE - ADV PART 2A 07.16.2025 (12/11/2025)

Regulatory assets under management

Total Number of Accounts	3,083
AUM (Assets Under Management)	$ 2,083,486,916

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.

Similar Advisors

Quinn Carranza

FALCON WEALTH PLANNING, INC.

IAR

ONTARIO, CA

Emerlyn Gopez

WELLS FARGO CLEARING SERVICES, LLC

ST. LOUIS, MO

Nicholas Chen-zhao

JEFFERIES LLC

NEW YORK, NY

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Jordan T. Harriz

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

KOSS-OLINGER CONSULTING, LLC.

VALMARK SECURITIES, INC.

Primary Firm SEC Registration

KOSS-OLINGER CONSULTING, LLC.

State Registrations and Notice Filings

Exams

Series 65

Date: 5/2/2025

Series 7TO

Date: 6/2/2023

SIE

Date: 12/20/2022

Current Firm

KOSS-OLINGER CONSULTING, LLC.

Contact information

SEC notice filing (15 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

KOSS-OLINGER CONSULTING, LLC.

TRUST BUT VERIFY

Similar Advisors