Jordan Edward Grzesczyk
Investment adviser representative at Cgn Advisors, LLC
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1.6BFirm 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
- Seminars and workshops
Experience
12 years in the industry.
- Cgn Advisors, LLCJun 2021 to now
- Garrett Investment Advisors, LLCJun 2021 to now
- Raymond James & Associates, Inc.Apr 2018 to Jun 2021
- Morgan StanleyMar 2017 to Apr 2018
- Morgan Stanley Private Bank, National AssociationMar 2017 to Apr 2018
- Bank of America N.A.Oct 2014 to Feb 2017
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2014 to Feb 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Cgn Advisors, LLC
$1.6BAssets managed
1,321Clients
36Advisers
14 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
- 6363978
- Firm CRD
- 159359