AdFi
JR

Jordan Robert Gilberti

Investment Adviser Representative at CORE PLANNING

Hillsborough, NJCRD #6987062Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
8 yrs
States Registered
4 states
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Jordan Robert Gilberti has worked in the securities industry since 2018. They are registered to provide investment advisory services in Florida, Missouri, New Jersey, and Texas.

Registrations & licenses

Registration type
Dual-registered
Registered in 4 states
FloridaMissouriNew JerseyTexas
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 1/25/2019
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 9/27/2018

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
0.0125
Source

CORE Planning Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

BOLDIN ADVISORSCurrent
10/17/2025Hillsborough, NJ
CORE PLANNINGCurrent
10/24/2024Hillsborough, NJ
FACET
4/23/202110/11/2024Baltimore, MD
AE WEALTH MANAGEMENT, LLC
6/17/20196/8/2021Wall, NJ
PARK AVENUE SECURITIES LLC
2/21/20195/21/2019Shrewsbury, NJ

Official records & sources

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

Other advisors at CORE PLANNING

Showing 12 of 64 in the directory

View CORE PLANNING firm profile
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 Robert Gilberti 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 Robert Gilberti - Financial Advisor in Hillsborough, NJ | AdvisorFinder