Jordan J. Castleton

RILEY S. CROSBIE ADVISORY DBA CROSBIE FINANCIAL

PROVIDENCE, UT

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CRD#: 7941675

Professional summary

Jordan John Castleton is a registered financial advisor currently at RILEY S. CROSBIE ADVISORY, LLC DBA CROSBIE FINANCIAL located in Providence, Utah.

Jordan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Jordan 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 Jordan John Castleton'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

August 12, 2025 - Present

RILEY S. CROSBIE ADVISORY, LLC DBA CROSBIE FINANCIAL

RIA

CRD#: 336507

PROVIDENCE, UT

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

Utah
(8/12/2025)

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: 7/24/2025

Uniform Investment Adviser Law Examination

Current Firm

RILEY S. CROSBIE ADVISORY, LLC DBA CROSBIE FINANCIAL

RILEY S. CROSBIE ADVISORY | RILEY S. CROSBIE ADVISORY, LLC DBA CROSBIE FINANCIAL | RILEY S. CROSBIE ADVISORY, LLC

CRD#: 336507 / SEC#:

Texas

Registered Investment Advisory firm - (7/7/2025 Conditional Restricted)

Utah

Registered Investment Advisory firm - (6/25/2025 Approved)

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Contact information

Main Address

Providence, UT

Mailing Address

Phone number

(435) 374-8124

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Jordan J. Castleton

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

RILEY S. CROSBIE ADVISORY, LLC DBA CROSBIE FINANCIAL

State Registrations and Notice Filings

Exams

Series 65

Date: 7/24/2025

Current Firm

RILEY S. CROSBIE ADVISORY, LLC DBA CROSBIE FINANCIAL

Contact information

Documents

Red Flags

Company Information

RILEY S. CROSBIE ADVISORY, LLC DBA CROSBIE FINANCIAL

TRUST BUT VERIFY

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