Jordan
Code

Code Waechter LLC

CRD#5045761
Investment Advisor
in Tampa, FL

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About this Advisor

Jordan Code is a financial advisor based in Tampa, Florida, working with Code Waechter LLC. Jordan has previously held positions at Code Smith Financial, LLP, MML Investors Services, Inc, MassMutual Life Insurance Company, and Code Waechter LLC. Jordan has passed the Series 66 regulatory exam and is registered to provide services in Florida and Texas. Currently, Jordan is part of Code Waechter LLC, which operates out of Tampa, Florida. The firm has 5 employees and manages assets totaling $279.2 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Code Waechter LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

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

$279,177,795

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

5

FL Average: 62
Total Number of Accounts

905

FL Average: 2,474
Average Account Size

$308,484

FL Average: $750,025

Investment Advisory Services

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

Jordan Code Work History

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

Created with Highcharts 6.0.7

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

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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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