Jordan Barletta, financial advisor Coral Springs FL

Jordan Barletta

CRD Number: 4599766
Current Firm: Kasmat Risk Management, LLC

Jordan Barletta (CRD# 4599766) is an Investment Advisor Representative working at Kasmat Risk Management, LLC in Coral Springs, FL and has over 15 years of experience in the finance industry. Jordan Barletta 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.

Similar Advisors
Christopher Conness, financial advisor Coral Springs FL
Christopher G. Conness
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
Similar Advisors
Guy Abbanat, financial advisor Coral Springs FL
Guy J. Abbanat
CRD# 1235698
World Equity Group, Inc.
Similar Advisors
Alex Abbenante, financial advisor Coral Springs FL
Alex R. Abbenante
CRD# 6480437
Equitable Advisors, LLC
Professional Designations
Company Name Location Dates Years
Kasmat Risk Management LLC Coral Springs, FL Jul 2008 - Current 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2008
S65 NASAA Investment Advisors Law Examination Oct 2009
Contact Info for Jordan F. Barletta
Phone Number: 954-304-4674
Firm Website: http://www.kasmat.com
Registered State(s):
  • FL
Current Firm Details
Kasmat Risk Management, LLC
Firm's CRD Number: 152390
By the Numbers
  • Total Assets Under Management
    22
    MILLIONS
  • Total Number of Accounts
    8
    ACCOUNTS
  • Average Account Value
    $2,710,893
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

FL

Ready to hire a financial advisor? Get competitive proposals from Jordan Barletta and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.