JM
Jordyn Middlebrooks
SALTBOX FINANCIAL LLC
Austin, TX
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CRD#: 7905120
JM
Professional summary
Jordyn Middlebrooks is a registered financial advisor currently at SALTBOX FINANCIAL LLC located in Austin, Texas and OBRAN CAPITAL ADVISORS LLC located in Austin, Texas.
Jordyn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Jordyn has worked at 2 firms 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.
Jordyn Middlebrooks is currently the proprietor of Reimagine Wealth LLC, a Texas based financial coaching and consulting business. She has held this role since starting the business in January 2024. Jordyn's work through Reimagine Wealth is compensated on a project basis and is non-investment related. It accounts for approximately 40 hours of Jordyn's time per month, primarily during trading hours. Jordyn Middlebrooks is currently employed as an Investment Adviser Representative at Obran Capital Advisors LLC, a Massachusetts based fee-only Registered Investment Advisor and Saltbox Financial LLC, also a Massachusetts based fee-only Registered Investment Advisor. Jordyn started as a non-advisor Client Service Associate at Obran Capital Advisors in October 2024 and in May 2025 became an advisor. This role accounts for 32 hours of Jordyn's time per week, primarily during trading hours. Jordyn started her advisory work with SaltBox Financial in April 2024. It accounts for approximately 10 hours of Jordyn's time per month, primarily during trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Jordyn Middlebrooks'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®
NoneExperience
Current
April 23, 2024 - Present
SALTBOX FINANCIAL LLC
RIA
CRD#: 130882
Austin, TX
Current
May 21, 2025 - Present
OBRAN CAPITAL ADVISORS LLC
RIA
CRD#: 325454
Austin, TX
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(5/21/2025)
IAR
Massachusetts(7/21/2025)
IAR
Texas(4/23/2024)
Current Firm
SALTBOX FINANCIAL LLC
CHARLO MAURER | SALTBOX FINANCIAL LLC | PEACE OF MONEY LLC | PEACE OF MONEY
CRD#: 130882 / SEC#:
Colorado
Registered Investment Advisory firm - (11/27/2024 Approved)Idaho
Registered Investment Advisory firm - (2/25/2025 Approved)Louisiana
Registered Investment Advisory firm - (10/13/2023 Terminated)Massachusetts
Registered Investment Advisory firm - (4/16/1999 Approved)New Hampshire
Registered Investment Advisory firm - (7/27/2017 Approved)North Carolina
Registered Investment Advisory firm - (5/1/2025 Approved)Texas
Registered Investment Advisory firm - (9/1/2021 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
110 Haverhill Rd. Suite 307, Amesbury, MA 01913
Mailing Address
Phone number
(978) 572-2071
Established
Firm type
Fiscal year end
# of Employees
8
Regulatory assets under management
| Total Number of Accounts | 184 |
| AUM (Assets Under Management) | $ 84,931,055 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
