CFP
CFP
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
437 clients
Average Client Portfolio
$2.4M average
Assets Under Management
$1.0B
Fee Structure
Financial Planning:Investment management only
Minimum Annual Fee:$5,000
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Location
8876 Spanish Ridge Avenue, Suite 202, Las Vegas, NV, 89148
Get directionsHistory
Regulatory History
Clean regulatory record
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
February 2023 - Present · 3 yrs
Previous Registrations
Portfolio Advisors, INC.
May 2016 - January 2023 · 6 yrs 8 mos
Mutual of Omaha Investor Services, INC.
February 2016 - May 2016 · 3 mos
Mutual of Omaha Investor Services, INC.Broker
August 2015 - May 2016 · 9 mos
State Registrations1 state
NV
Advisor
Exams
No exam information available for this advisor.
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.