Jordan Naffa

Employer firm

Arista Wealth Management, LLC CRD 141504

$1.20B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• CONSULTING (INVESTMENT/NON-INVESTMENT)

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

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

Current Employers

Employment History

• 06/2016 → 12/2022
  Portfolio Advisors, Inc.
  Fresno, CA
• 01/2023 → Present
  Arista Wealth Management
  Las Vegas, NV

Previous Registrations

• 2016-05-20 → 2023-01-03
  Portfolio Advisors, Inc.
  Fresno, CA
• 2016-02-12 → 2016-05-17
  Mutual Of Omaha Investor Services, Inc.
  Pleasant Hill, CA
  Fresno, CA

Other Businesses

Jordan Naffa is a Licensed Insurance Agent. Mr. Naffa obtained his license on 6/3/2015 and spends 0 hours per month on this.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-02-12
• S63 Uniform Securities Agent State Law Examination
  2015-10-05

Designations

• Certified Financial Planner

Other Names

• Jordan S Naffa