Jordan M Fisher
Investment adviser representative at Black Diamond Financial, LLC
15 yearsExperience
2 statesRegistered in
CFADesignation
$1.4BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
15 years in the industry.
- Black Diamond Financial, LLCFeb 2026 to now
- Axia Wealth Management IncNov 2024 to Feb 2026
- Thespreadsite.comJul 2022 to Nov 2024
- Drw Securities, LLCJun 2011 to Jul 2022
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (MD, OR).
Black Diamond Financial, LLC
$1.4BAssets managed
361Clients
13Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4254073
- Firm CRD
- 145108