Jordan Michael Masciorini
Investment adviser representative at Ticino Wealth
12 yearsExperience
2 statesRegistered in
$400.2MFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Ticino WealthSep 2025 to now
- Wells Fargo Clearing Services, LLCOct 2018 to Sep 2025
- Web Shop ManagerAug 2014 to Sep 2018
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Ticino Wealth
Legal name: Ticino Wealth LLC
$400.2MAssets managed
296Clients
3Advisers
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
- 7028779
- Firm CRD
- 335808