Jordan Richard Collins
Investment adviser representative at Wealthspire Retirement Advisory
17 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$38.6BFirm 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
17 years in the industry.
- Wealthspire Retirement AdvisoryOct 2025 to now
- Nfp Retirement, Inc.Nov 2023 to Oct 2025
- Dc Fof 2 Gp, LLCMay 2022 to Nov 2023
- Dc Fof 3 Gp, LLCMay 2022 to Nov 2023
- Divergent Wealth Advisors, LLCApr 2017 to Aug 2024
- Purshe Kaplan Sterling InvestmentsApr 2017 to Feb 2020
- Morgan Stanley Private Bank, National AssociationJan 2015 to Apr 2017
- Morgan Stanley Smith BarneyJun 2009 to Apr 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 2 states (TX, UT).
Wealthspire Retirement Advisory
Legal name: Wealthspire Retirement, LLC
$38.6BAssets managed
7,532Clients
145Advisers
20 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
- 5145337
- Firm CRD
- 121254