Jordan Daniel Floyd
Investment Adviser Representative at TREK Financial
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jordan Daniel Floyd is an investment adviser representative with TREK Financial in Spanish Fork, UT, where they have been registered since 2026. They have worked in the securities industry since 2020 and were previously registered with Strategic Advisers LLC. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Utah.
Registrations & licenses
- Investment adviser:
- Utah
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.
- Fidelity Brokerage Services, LLCApr 2019 – Nov 2020American Fork, UT
- Utah Valley UniversityAug 2016 – Apr 2019Orem, UT
- Discount Manufacturing and Distributing Inc.May 2015 – Apr 2019Orem, UT
- Jolyn Whittaker CPANov 2020 – Sep 2022Orem, UT
- Summit Group Wealth AdvisorsJan 2021 – Nov 2021Logan, UT
- DFPG Investments, LLCFeb 2021 – Nov 2021Sandy, UT
- Fidelity InvestmentsSep 2022 – Jun 2026Salt Lake City, UT
- Strategic Advisers, LLCJun 2025 – Jun 2026Spanish Fork, UT
- TREK FinancialJun 2026 – no end date reportedSpanish Fork, UT
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About TREK Financial
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
- Fixed fee
- Firm account minimum
- $100,000 (waivable)
- Up to $250,0000.33%
- $250,001 to $500,0000.28%
- $500,001 to $1,000,0000.24%
- $1,000,001 to $2,500,0000.21%
+4 more tiers on the firm profile
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
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 61
- Offices listed on AdvisorFinder:
- 34
- Main office:
- Scottsdale, AZ
- SEC file number:
- 801-58087
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 10, 2026
View full firm profileOther advisors at TREK Financial
Showing 12 of 61 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jordan Daniel Floyd 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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