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Jordan Riewe

Investment adviser representative at Cfo4life
12 yearsExperience
1 stateRegistered in
$1.9BFirm 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 assetsFixed 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

12 years in the industry.

  1. Ausdal Financial PartnersDec 2025 to now
  2. Cfo4lifeNov 2025 to now
  3. Frost BankJul 2023 to Oct 2025
  4. UnemployedJan 2023 to Jul 2023
  5. University of Texas At AustinSep 2018 to Jan 2023
  6. Tom C Clark High SchoolSep 2014 to Sep 2018

Exams passed

  • Series 66 · Uniform Combined State Law2026

State registrations

Registered as an investment adviser representative in 1 state (TX).

Cfo4life

Legal name: Cfo4life Group, LLC

$1.9BAssets managed
1,015Clients
11Advisers
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
8196203
Firm CRD
287600
Advisor's SEC record (opens in a new tab)
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