Jordan Thomas Harriz
Investment Adviser Representative at Koss-olinger Consulting, LLC.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jordan Thomas Harriz is an investment adviser representative with Koss-olinger Consulting, LLC. in Gainesville, FL, where they have been registered since 2025. They have worked in the securities industry since 2023 and were previously registered with Valmark Securities, Inc. They have passed 3 industry qualification exams, including the Series 65 (investment adviser) and Series 7 (general securities representative). They are registered to provide investment advice in Florida.
Registrations & licenses
- Investment adviser:
- Florida
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.
- Koss Olinger Consulting, LLCSep 2022 – no end date reportedGainesville, FL
- University of Florida Small Animal HospitalAug 2020 – Sep 2022Gainesville, FL
- Magnolia Veterinary HospitalSep 2019 – Jul 2020Anderson, SC
- USDA APHIS Wildlife ServicesJun 2014 – Sep 2019Columbia, SC
- Koss Olinger and Company, LLCSep 2022 – no end date reportedGainesville, FL
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Koss-olinger Consulting, 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
- Fixed fee
- Firm account minimum
- $2,000,000 (waivable)
- $1 to $2,000,0000.95%
- $2,000,001 to $5,000,0000.70%
- $5,000,001 to $10,000,0000.50%
- $10,000,001 to $20,000,0000.43%
+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
Wealth management services including business sales, legacy planning, and multi-generational planning through The Wealth Navigator System™, delivered by a team of advisors rather than a single advisor
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:
- 19
- Offices listed on AdvisorFinder:
- 2
- Main office:
- Gainesville, FL
- SEC file number:
- 801-58175
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of April 10, 2026
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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 Thomas Harriz 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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