Stephen Gregory Jordan
Investment adviser representative at Alchemi Wealth, LLC
10 yearsExperience
1 stateRegistered in
$286.9MFirm assets
5 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
Experience
10 years in the industry.
- Alchemi Wealth, LLCSep 2023 to now
- Financial Resources Group, LLCOct 2021 to Sep 2023
- William Raveis Real EstateJan 2021 to Nov 2021
- NAApr 2019 to Jan 2021
- Churchill Asset ManagementFeb 2016 to Apr 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (CT).
Alchemi Wealth, LLC
$286.9MAssets managed
1,136Clients
6Advisers
5 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
- 7458571
- Firm CRD
- 310451