JS
Jordan B. Sam
ALPHA SOLUTIONS INVESTMENT ADVISORS
SOUTH SAN FRANCISCO, CA 94080
CRD#: 8090096
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JS
Jordan Baley SamALPHA SOLUTIONS INVESTMENT ADVISORS
Professional summary
Jordan Baley Sam is a registered financial advisor currently at ALPHA SOLUTIONS INVESTMENT ADVISORS located in South San Francisco, California.
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.
At a Glance
Always Fiduciary
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.
CRS (Client Relationship Summary) - RIA
Click below to view Jordan Baley Sam'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
May 7, 2025 - Present
ALPHA SOLUTIONS INVESTMENT ADVISORS
Office #1: 400 Oyster Point Blvd. Suite 407, South San Francisco, CA 94080RIA
CRD#: 156541
SOUTH SAN FRANCISCO, CA
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".
AS
ALPHA SOLUTIONS INVESTMENT ADVISORS
ALPHA SOLUTIONS INVESTMENT ADVISORS | ALPHA SOLUTIONS INVESTMENT ADVISORS, LLC
CRD#: 156541 / SEC#: 801-124857
RIA
Registered Investment Advisory firm - (4/29/2022 Approved)California
Registered Investment Advisory firm - (4/28/2011 Approved)New Jersey
Registered Investment Advisory firm - (7/6/2022 Terminated)New York
Registered Investment Advisory firm - (5/8/2024 Terminated)Ohio
Registered Investment Advisory firm - (5/9/2024 Terminated)Pennsylvania
Registered Investment Advisory firm - (7/6/2022 Terminated)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(5/7/2025)
Current Firm
AS
ALPHA SOLUTIONS INVESTMENT ADVISORS
ALPHA SOLUTIONS INVESTMENT ADVISORS | ALPHA SOLUTIONS INVESTMENT ADVISORS, LLC
CRD#: 156541 / SEC#: 801-124857
RIA
Registered Investment Advisory firm - (4/29/2022 Approved)California
Registered Investment Advisory firm - (4/28/2011 Approved)New Jersey
Registered Investment Advisory firm - (7/6/2022 Terminated)New York
Registered Investment Advisory firm - (5/8/2024 Terminated)Ohio
Registered Investment Advisory firm - (5/9/2024 Terminated)Pennsylvania
Registered Investment Advisory firm - (7/6/2022 Terminated)Loading...
Contact information
Main Address
400 Oyster Point Blvd. Suite 407, South San Francisco, CA 94080
Mailing Address
Phone number
(415) 882-7088
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (7 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 600 |
| AUM (Assets Under Management) | $ 363,909,382 |
Red Flags
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Company Information
ALPHA SOLUTIONS INVESTMENT ADVISORS
CRD#: 156541South San Francisco, CA 94080TRUST BUT VERIFY
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