AdFi
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Jordan Edward Grzesczyk

Investment Adviser Representative at CGN ADVISORS, LLC

Santa Monica, CACRD #6363978Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
12 yrs
States Registered
2 states
Exams Passed
4

Registrations & licenses

Registration type
Dual-registered
Registered in 2 states
CaliforniaTexas
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 9/8/2014
Series 7TO
General Securities Representative Examination
Passed 10/1/2022
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 8/12/2014

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.01
Account minimum: $5,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

CGN Advisors, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
8/12/20142/22/2017HARTFORD, CT
RAYMOND JAMES & ASSOCIATES, INC.
5/1/20186/10/2021Los Angeles, CA
MORGAN STANLEY
4/10/20174/17/2018NEW HAVEN, CT

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About this profile

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 Edward Grzesczyk 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.

Jordan Edward Grzesczyk - Financial Advisor in Santa Monica, CA | AdvisorFinder