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Jordan Marcus Witt

Witt Financial Group, LLC

Crossville, TN

CRD 6124645

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Employer firm

Witt Financial Group, LLC CRD 156462

$160M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

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

Current Employers
Witt Financial Group, Llc

91 Hwy 70 East Suite 102, Crossville, TN 38555 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-04-01
FL RA APPROVED 2021-09-01
TN RA APPROVED 2014-07-14
  • TX RA
    APPROVED_RES
    Since 2025-04-01
  • FL RA
    APPROVED
    Since 2021-09-01
  • TN RA
    APPROVED
    Since 2014-07-14

Branch Locations

91 Hwy 70 East Suite 102, Crossville, TN 38555 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Witt Financial Group, Llc Crossville TN 07/2014 Present
Other Businesses

JORDAN WITT IS A LICENSED INSURANCE AGENT, FOR WHICH HE RECEIVES COMMISSIONS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-07-01
  • S65 Uniform Investment Adviser Law Examination
    2014-07-01

View on SEC IAPD

Nearby Firms

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RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
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Nearby Investors

Cara Lauren McAdoo
Peter Brian Bisbee
Adam Byrne

Nearby Offices

EDWARD JONES · CROSSVILLE, TN
EDWARD JONES · CROSSVILLE, TN
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Crossville, TN

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