Jordan Robert Gilberti
Investment adviser representative at Boldin Advisors
12 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$0Firm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
HourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
12 years in the industry.
- Boldin AdvisorsOct 2025 to now
- Newretirement Advisors LLC d/b/a Boldin AdvisorsJul 2025 to now
- Ontrail, Inc.Jan 2025 to now
- Core PlanningOct 2024 to now
- Facet WealthApr 2021 to Oct 2024
- Family Focus Financial GroupMay 2019 to Mar 2021
- International Planning Alliance, LLCMay 2018 to May 2019
- Rutgers UniversitySep 2014 to May 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 3 states (FL, NJ, TX).
Boldin Advisors
Legal name: Newretirement Advisors, LLC
$0Assets managed
821Clients
13Advisers
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
- 6987062
- Firm CRD
- 294881