Jordan Dimiter Stefanov

Employer firm

United Capital Financial Advisors CRD 134600

$24.6B regulatory AUM 160 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2016 → 11/2017
  Girard Securities
  San Diego, CA
• 08/2015 → 04/2024
  United Captial Financial Advisors, Llc
  Irving, TX
• 04/2024 → 12/2024
  Gds Wealth Management
  Flower Mound, TX
• 10/2025 → Present
  United Captial Financial Advisors, Llc
  Irving, TX
• 01/2025 → 10/2025
  Farther Financial Advisors, Llc
  Lewisville, TX

Previous Registrations

• 2024-05-23 → 2025-02-03
  Gds Wealth Management
  Flower Mound, TX
• 2017-06-26 → 2024-05-08
  United Capital Financial Advisors
  Indianapolis, IN
  Irving, TX

Other Businesses

1. Uber; Not investment related; San Francisco , Florida; Ridesharing; Driver; NOV 1, 2024; 20 hours per month; 0 hours during securities trading ours; Rideshare driver.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-06-26
• S63 Uniform Securities Agent State Law Examination
  2013-02-07

Other Names

• Jordan Stefanov