Jordan
Code

Code Waechter LLC

CRD#5045761
Investment Advisor
in Tampa, FL

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About this Advisor

Jordan Code is a certified financial planner based out of Tampa, Florida with a total of 6 years of industry experience. Code is an employee of Code Waechter LLC. Code has gained experience at Code Smith Financial, Llp, Mml Investors Services, Inc, Massmutual Life Insurance Company and Code Waechter LLC. Code holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in Florida and Texas. Code Waechter LLC is a registered investment company headquartered in Tampa, FL. It oversees $210 million in assets among its 796 customer accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. The firm provides services to one charities and foundations. Of its 796 client accounts, 47% are held by high-net-worth clients who have greater than $1 million in assets available to invest. Code Waechter LLC provides a set of services, including financial planning services and portfolio management for individuals and small businesses. Fees for financial advice usually depend on which services the firm provides the client. However, fees billed by Code Waechter LLC can include any blend of asset-based and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

6 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

4830 W. Kennedy Blvd.
Tampa, FL 33609

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Code Waechter LLC Brokerage Details

Total Assets Under Management

$210,275,222

FL Average: $1,855,561,029
Total Number of Employees

10

FL Average: 62
Total Number of Accounts

796

FL Average: 2,474
Average Account Size

$264,165

FL Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Jordan Code Work History

Jordan has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Code Waechter LLC

2005 - Present (19 years)

Massmutual Life Insurance Company

2005 - 2017 (12 years)

Code Smith Financial, Llp

2005 - 2017 (12 years)

Mml Investors Services, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Jordan Code to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Code Waechter LLC

Michael Stump
Tampa, FL
Scott Waechter
Tampa, FL
Jordan Code
Tampa, FL
Brian Code
Tampa, FL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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