Jordan Paff
Investment adviser representative at Iams Wealth Management, LLC
10 yearsExperience
2 statesRegistered in
$397.2MFirm assets
9 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Iams Wealth Management, LLCApr 2023 to now
- Independent Insurance AgentApr 2023 to now
- Simply Disciples IncorporatedJan 2022 to now
- Launch GlobalJun 2021 to Jun 2022
- Austin Dermatologic SurgeryOct 2020 to Jun 2021
- AmazonJun 2020 to Oct 2020
- The University of Texas - AustinAug 2016 to Jun 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Iams Wealth Management, LLC
$397.2MAssets managed
1,633Clients
53Advisers
9 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
- 7727085
- Firm CRD
- 286085