Bjorn Jordan
Investment adviser representative at Cl Wealth Management LLC
18 yearsExperience
46 statesRegistered in
$733.6MFirm assets
15 yearsFirm in business
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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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
18 years in the industry.
- Bjorn Jordan LLCApr 2025 to now
- Cl Wealth Management LLCJun 2019 to now
- Cabot Lodge Securities LLCMay 2019 to now
- Sandlapper Securities, LLCJun 2014 to May 2019
- Sandlapper Wealth Management, LLCJan 2008 to Dec 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 46 states (AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TX, UT, VA, WA, WI, WV, WY).
Cl Wealth Management LLC
$733.6MAssets managed
2,168Clients
42Advisers
15 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
- 4366435
- Firm CRD
- 134922