Jordan Gilberti (CRD# 6987062) is an Investment Advisor Representative working at Facet in Baltimore, MD and has over 5 years of experience in the finance industry. Jordan Gilberti has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2185673
Cornerstone Advisory
CRD# 1582180
Thrivent Investment Management Inc.
CRD# 2436101
Abel Financial Management Company
Company Name | Location | Dates | Years |
---|---|---|---|
Facet Wealth | Baltimore, MD | Apr 2021 - Current | 3 |
Ae Wealth Management, LLC | Topeka, KS | May 2019 - Apr 2021 | 1 |
Family Focus Financial Group | Wall, NJ | May 2019 - Mar 2021 | 1 |
Park Avenue Securities | Shrewsbury, NJ | Sep 2018 - May 2019 | < 1 |
Guardian | Shrewsbury, NJ | May 2018 - May 2019 | 1 |
International Planning Alliance, LLC | Shrewsbury, NJ | May 2018 - May 2019 | 1 |
Rutgers University | New Brunswick, NJ | Jan 2014 - May 2018 | 4 |
Stuffyerface | New Brunswick, NJ | Jan 2014 - May 2018 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jan 2019 |
- NJ
- TX
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Total Assets Under Management2,545MILLIONS
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Total Number of Accounts24,977ACCOUNTS
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Average Account Value$101,880
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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