Jordan Smith, financial advisor Carlsbad CA
93 score

Jordan Smith

CRD Number: 5304232
Current Firm: Labrum Wealth Management, LLC

Jordan Smith (CRD# 5304232) is an Investment Advisor Representative working at Labrum Wealth Management, LLC in Carlsbad, CA and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Labrum Wealth Management, LLC Carlsbad, CA Sep 2009 - Current 7
Gradient Securities, LLC Arden Hills, MN Feb 2012 - Nov 2014 2
Waveland Capital Partners LLC Irvine, CA Aug 2010 - Feb 2012 1
Purshe Kaplan Sterling Investments Albany, NY Sep 2009 - Aug 2010 < 1
Morgan Stanley Smith Barney Rancho Bernardo, CA Jun 2009 - Sep 2009 < 1
Citigroup Global Markets Inc. San Diego, CA Jun 2007 - Sep 2009 2
Starbucks Coffee Company San Diego, CA Mar 2006 - May 2007 1
San Diego State University San Diego, CA Aug 2003 - May 2007 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2009
Contact Info for Jordan E. Smith
Phone Number: (760) 707-5555
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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