Jordan Christopher Maruszak
Investment adviser representative at Balefire, LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$2BFirm 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
- Seminars and workshops
Experience
11 years in the industry.
- Balefire, LLCJan 2026 to now
- Cinder Wealth Advisors LLCMar 2025 to now
- Csenge Advisory Group, LLCMar 2022 to now
- Lion Street FinancialMar 2022 to now
- Navitas Wealth AdvisorsMar 2022 to Mar 2025
- Hancock Whitney BankApr 2020 to Mar 2022
- Hancock Whitney Investment Services, Inc.Apr 2020 to Mar 2022
- Cetera Investment Advisers LLCDec 2017 to Apr 2020
- Cetera Investment Services LLCDec 2017 to Apr 2020
- Regions BankSep 2017 to Apr 2020
- Charles Schwab & Co., Inc.Sep 2015 to Sep 2017
- Charles Schwab BankSep 2015 to Sep 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 1 state (MS).
Balefire, LLC
$2BAssets managed
1,864Clients
37Advisers
12 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
- 5794550
- Firm CRD
- 168733