Jordan Daniel Floyd
Investment adviser representative at Trek Financial
11 yearsExperience
1 stateRegistered in
$2.8BFirm assets
25 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Trek FinancialJun 2026 to now
- Strategic Advisers, LLCJun 2025 to Jun 2026
- Fidelity InvestmentsSep 2022 to Jun 2026
- Dfpg Investments, LLCFeb 2021 to Nov 2021
- Summit Group Wealth AdvisorsJan 2021 to Nov 2021
- Jolyn Whittaker CpaNov 2020 to Sep 2022
- Fidelity Brokerage Services, LLCApr 2019 to Nov 2020
- Utah Valley UniversityAug 2016 to Apr 2019
- Discount Manufacturing and Distributing Inc.May 2015 to Apr 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (UT).
Trek Financial
Legal name: Trek Financial, LLC
$2.8BAssets managed
4,688Clients
63Advisers
25 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
- 7097582
- Firm CRD
- 109376