Jordan Grzesczyk, financial advisor Manhattan KS

Jordan Grzesczyk

CRD Number: 6363978
Current Firm: Cgn Advisors, LLC

Jordan Grzesczyk (CRD# 6363978) is an Investment Advisor Representative working at Cgn Advisors, LLC in Manhattan, KS and has over 9 years of experience in the finance industry. Jordan Grzesczyk 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.

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Professional Designations
Company Name Location Dates Years
Garrett Investment Advisors, LLC Santa Monica, CA Jun 2021 - Current 2
Raymond James & Associates, Inc. New York, NY Apr 2018 - Jun 2021 3
Raymond James & Associates, Inc. Los Angeles, CA Apr 2018 - Jun 2021 3
Morgan Stanley New Haven, CT Mar 2017 - Apr 2018 1
Morgan Stanley Private Bank, National Association New York, NY Mar 2017 - Apr 2018 1
Bank Of America N.a. Enfield, CT Oct 2014 - Feb 2017 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated Hartford, CT Jun 2014 - Feb 2017 2
University Of Connecticut Storrs, CT Aug 2010 - May 2014 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2014
Contact Info for Jordan E. Grzesczyk
Phone Number: 910-333-6659
Firm Website: http://lodestarfp.com/
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    1,135
    MILLIONS
  • Total Number of Accounts
    3,627
    ACCOUNTS
  • Average Account Value
    $312,991
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, DC, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY

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