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Jordan Taylor Young

Investment adviser representative at Fireside Capital Advisors
10 yearsExperience
1 stateRegistered in
$236.6MFirm assets
2 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 assetsHourly

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

10 years in the industry.

  1. Fireside Capital AdvisorsAug 2025 to now
  2. Depcom Power, Inc.Feb 2019 to now
  3. American Airlines, Inc.Jan 2016 to Feb 2019

Exams passed

  • Series 65 · Uniform Investment Adviser Law2024

State registrations

Registered as an investment adviser representative in 1 state (TX).

Fireside Capital Advisors

Legal name: Springvest Wealth Management, LLC

$236.6MAssets managed
140Clients
4Advisers
2 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
6385640
Firm CRD
329297
Advisor's SEC record (opens in a new tab)
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