Jordie Elizabeth Czapinski
Investment adviser representative at Intelligence Driven Advisers, LLC
17 yearsExperience
1 stateRegistered in
$881.9MFirm assets
7 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 fee
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
17 years in the industry.
- Intelligence Driven Advisers, LLCDec 2018 to now
- International Assets Advisory, LLCOct 2016 to now
- Labrum Wealth Management, LLCSep 2009 to Mar 2019
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 1 state (CA).
Intelligence Driven Advisers, LLC
$881.9MAssets managed
660Clients
16Advisers
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
- 5304232
- Firm CRD
- 299589