TrueAdvisor
TrueAdvisor
JG
CFP
JG
CFP

Jordan Robert Gilberti

Boldin Advisors
7 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Retirement PlanningFinancial Planning & CoachingInsurance Planning
Boldin Advisors
Compensation
Fixed/Hourly
Firm Size
10 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Financial Planning:Investment management only

Location

Tampa, FL

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History

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.

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Employment History
Current Registrations
Boldin Advisors
October 2025 - Present · 4 mos
Core Planning
October 2024 - Present · 1 yr 4 mos
Previous Registrations
Facet
April 2021 - October 2024 · 3 yrs 6 mos
Ae Wealth Management, LLC
June 2019 - June 2021 · 2 yrs
Park Avenue Securities LLC
February 2019 - May 2019 · 3 mos
Park Avenue Securities LLCBroker
September 2018 - May 2019 · 8 mos
State Registrations3 states
MONJTX
Advisor
Exams
No exam information available for this advisor.