Jordan Patrick Code
Investment adviser representative at Code Waechter LLC
21 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$409MFirm assets
Are you Jordan Patrick Code? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
21 years in the industry.
- Code Waechter LLCDec 2017 to now
- Massmutual Life Insurance CompanyOct 2005 to now
- MML Investors Services, IncOct 2005 to Dec 2017
- Code Smith Financial, LLPMar 2005 to Dec 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Code Waechter LLC
$409MAssets managed
324Clients
5Advisers
6 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
- 5045761
- Firm CRD
- 289372