Jordan Michael Lindsay
Investment adviser representative at Statera Wealth Management
17 yearsExperience
1 stateRegistered in
$184.7MFirm assets
1 yearFirm 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
17 years in the industry.
- Statera Wealth ManagementFeb 2025 to now
- Statera Financial LLCOct 2024 to now
- Trek FinancialJun 2019 to now
- Wells Fargo Clearing Services, LLCOct 2016 to Jun 2019
- Wells Fargo Bank, NADec 2009 to Jun 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (UT).
Statera Wealth Management
Legal name: Reach Wealth Management LLC
$184.7MAssets managed
230Clients
5Advisers
1 yearIn 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
- 6693819
- Firm CRD
- 333710