Jordan Michael Lindsay
Investment Adviser Representative at Statera Wealth Management
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jordan Michael Lindsay is an investment adviser representative with Statera Wealth Management in St. George, UT, where they have been registered since 2025. They have worked in the securities industry since 2016 and have been registered with 3 firms, including TREK Financial and Wells Fargo Clearing Services, LLC. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in Utah.
Office
Advisors at this office: 5
Branch office as filed with FINRA, counting current advisors in the directory who work there.
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.
- Wells Fargo BANK, NADec 2009 – Jun 2019St. George, UT
- Wells Fargo Clearing Services, LLCOct 2016 – Jun 2019St. George, UT
- TREK FinancialJun 2019 – no end date reportedScottsdale, AZ
- Statera Wealth ManagementFeb 2025 – no end date reportedSt. George, UT
- Statera Financial LLCOct 2024 – no end date reportedSt. George, UT
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Statera Wealth Management
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
- Up to $249,9991.65%
- $250,000 to $499,9991.50%
- $500,000 to $999,9991.20%
- $1,000,000 to $2,499,9990.95%
+3 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
Comprehensive financial planning, wealth management, personalized financial strategies, and financial education through Wealth University classes on topics relating to retirement
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:
- 5
- Offices listed on AdvisorFinder:
- 1
- Main office:
- St. George, UT
- SEC file number:
- 801-131955
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of May 5, 2026
View full firm profileOther advisors at Statera Wealth Management
4 other advisors 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 Michael Lindsay 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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