Jordan Naffa is a CFP-designated registered investment advisor at Arista Wealth Management, LLC, based in Las Vegas, NV, with 10 years of industry experience. Jordan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 437 clients with $1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Arista Wealth Management's investment management fee is a percentage of the value of your portfolio, not exceeding 2.0% per year. The exact percentage is negotiable and may vary based on the services provided. Fees are typically deducted directly from client accounts. Friends and family may receive discounted or waived fees. If you invest in private funds through Arista's alternative investment platform, the value of those investments will not be included in the assets used to calculate the fee. There is a $5,000 minimum annual fee.
Location
8876 Spanish Ridge Avenue, Suite 202, Las Vegas, NV, 89148
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jordan is a licensed insurance agent since 2015. He spends minimal time on this activity.
Employment History
Current Registrations
Arista Wealth Management, LLC
Previous Registrations
Portfolio Advisors, INC.
Mutual of Omaha Investor Services, INC.
Mutual of Omaha Investor Services, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
Jordan Naffa is the Director of Financial Planning at Arista Wealth Management. He is a driving force for the company’s client engagements and wealth management strategies. Before joining Arista Wealth Management, he worked for nearly a decade as a financial advisor in the Central Valley of California.