Jordan John Castleton
Investment adviser representative at Riley S. Crosbie Advisory, LLC
11 yearsExperience
1 stateRegistered in
$118.9MFirm assets
Under 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
Experience
11 years in the industry.
- Riley S. Crosbie Advisory, LLCJun 2025 to now
- Adams Wealth AdvisorsSep 2024 to May 2025
- Goldman SachsJun 2024 to Aug 2024
- Visionary HomesMay 2023 to May 2024
- StudentOct 2022 to May 2023
- Fox Pest ControlJun 2022 to Oct 2022
- Al's Sporting GoodsOct 2021 to May 2022
- UnemployedJul 2015 to Oct 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (UT).
Riley S. Crosbie Advisory, LLC
$118.9MAssets managed
101Clients
3Advisers
Under 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
- 7941675
- Firm CRD
- 336507