Jeffrey D Matchett robles
Investment adviser representative at Gordian Advisors, LLC
14 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$265.2MFirm 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
Experience
14 years in the industry.
- Gordian Advisors, LLCJun 2020 to now
- Waterfall Economidis Et AlJan 2017 to May 2020
- Clifton Larson AllenJan 2012 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 2 states (AZ, NH).
Gordian Advisors, LLC
$265.2MAssets managed
103Clients
3Advisers
7 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
- 5294786
- Firm CRD
- 121362