AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
JK

Jordan C. Kelley

ODINGARD CAPITAL MANAGEMENT
Tulsa, OK 74114
Some features on this profile are disabled
CRD#: 8045765
JK

Professional summary

Jordan Christiansen Kelley is a registered financial advisor currently at ODINGARD CAPITAL MANAGEMENT located in Tulsa, Oklahoma.

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 63, Series 65 and SIE exams.

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 Christiansen Kelley'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

February 18, 2025 - Present

ODINGARD CAPITAL MANAGEMENT

Office #1: 2005 East 21st Street, Tulsa, OK 74114
RIA
CRD#: 297861
Tulsa, OK

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
Oklahoma
(2/18/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 9/29/2025
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 8/19/2024
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 5/13/2024
Securities Industry Essentials Examination

Current Firm

OC
ODINGARD CAPITAL MANAGEMENT
LIFETIME INCOME STORE ADVISORS, LLC | ODINGARD CAPITAL MANAGEMENT, LLC | ODINGARD CAPITAL MANAGEMENT

CRD#: 297861 / SEC#:

Georgia
Registered Investment Advisory firm - (8/7/2018 Approved)
Ohio
Registered Investment Advisory firm - (6/18/2020 Approved)
Oklahoma
Registered Investment Advisory firm - (2/6/2019 Approved)
Texas
Registered Investment Advisory firm - (2/14/2019 Conditional Restricted)
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
2005 East 21st Street, Tulsa, OK 74114
Mailing Address
Phone number
(918) 794-4060
Established
Firm type
Fiscal year end
# of Employees
7

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts110
AUM (Assets Under Management)$ 32,060,315

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

ODINGARD CAPITAL MANAGEMENT

CRD#: 297861Tulsa, OK 74114

TRUST BUT VERIFY

Monitor Jordan Kelley

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Darin Leon Kight
Darin KightAdvisorCheck Check Mark
LPL FINANCIAL LLC
IAR
RR
Tulsa, OK
TL
Thomas LoperAdvisorCheck Check Mark
CORNERSTONE WEALTH MANAGEMENT, LLC
IAR
RR
Tulsa, OK
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics