Jordan L Crabb
Investment adviser representative at Tfo Wealth Partners
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$5.7BFirm assets
Are you Jordan L Crabb? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Tfo Wealth Partners, LLCMay 2026 to now
- Mariner Wealth AdvisorsMar 2022 to May 2026
- Column Capital Advisors, LLCJun 2021 to Mar 2022
- Facet WealthMar 2021 to Jun 2021
- Column CapitalDec 2018 to Mar 2021
- Wealthcare PartnersMar 2018 to Nov 2018
- Charles SchwabAug 2017 to Mar 2018
- StudentAug 2016 to May 2017
- Taylor UniversityMay 2013 to Aug 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (OH).
Tfo Wealth Partners
Legal name: Tfo Wealth Partners, LLC
$5.7BAssets managed
1,986Clients
34Advisers
23 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
- 6635390
- Firm CRD
- 124407