David Charles Jordan
Investment Adviser Representative at Trail Ridge Investment Advisors, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
David Charles Jordan is an investment adviser representative with Trail Ridge Investment Advisors, LLC in Fort Collins, CO, where they have been registered since 2018, the year they entered the securities industry. They are registered to provide investment advice in Colorado.
Office
Advisors at this office: 8
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Colorado
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Trail Ridge Investment Advisors, LLCMay 2018 – Sep 2019Fort Collins, CO
- Wells Fargo Private BankOct 2014 – Apr 2018Walnut Creek, CA
- Trail Ridge Investment Advisors, LLCSep 2019 – no end date reportedFort Collins, CO
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Trail Ridge Investment Advisors, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Other
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Financial planning, investment management, trust and estate services, and retirement planning, delivered through an individually designed financial roadmap that is regularly reviewed and adjusted over time.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 8
- Offices listed on AdvisorFinder:
- 2
- Main office:
- Fort Collins, CO
- SEC file number:
- 801-114051
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 9, 2026
View full firm profileOther advisors at Trail Ridge Investment Advisors, LLC
7 other advisors in the directory
Similar advisors in Fort Collins, CO
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. David Charles Jordan has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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