David Charles Jordan
Investment adviser representative at Trail Ridge Investment Advisors, LLC
12 yearsExperience
1 stateRegistered in
CFADesignation
$352.9MFirm 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 assetsHourlyOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Trail Ridge Investment Advisors, LLCMay 2018 to now
- Wells Fargo Private BankOct 2014 to Apr 2018
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (CO).
Trail Ridge Investment Advisors, LLC
$352.9MAssets managed
230Clients
8Advisers
8 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
- 4399288
- Firm CRD
- 284741