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Jordan L Crabb

Tfo Wealth Partners

Maumee, OH

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Current Employers
Tfo Wealth Partners

1440 Arrowhead Drive, Maumee, OH 43537 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2026-06-02
  • OH RA
    APPROVED
    Since 2026-06-02

Branch Locations

1440 Arrowhead Drive, Maumee, OH 43537 • 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
Tfo Wealth Partners, Llc Maumee OH 05/2026 Present
Taylor University Upland IN 05/2013 08/2017
Charles Schwab Indianapolis IN 08/2017 03/2018
Wealthcare Partners Indianapolis IN 03/2018 11/2018
Column Capital Indianapolis IN 12/2018 03/2021
Facet Wealth Westfield IN 03/2021 06/2021
Student Upland IN 08/2016 05/2017
Column Capital Advisors, Llc Indianapolis IN 06/2021 03/2022
Mariner Wealth Advisors Indianapolis IN 03/2022 05/2026
  • 05/2026 → Present
    Tfo Wealth Partners, Llc
    Maumee, OH
  • 05/2013 → 08/2017
    Taylor University
    Upland, IN
  • 08/2017 → 03/2018
    Charles Schwab
    Indianapolis, IN
  • 03/2018 → 11/2018
    Wealthcare Partners
    Indianapolis, IN
  • 12/2018 → 03/2021
    Column Capital
    Indianapolis, IN
  • 03/2021 → 06/2021
    Facet Wealth
    Westfield, IN
  • 08/2016 → 05/2017
    Student
    Upland, IN
  • 06/2021 → 03/2022
    Column Capital Advisors, Llc
    Indianapolis, IN
  • 03/2022 → 05/2026
    Mariner Wealth Advisors
    Indianapolis, IN
Previous Registrations
  • 2022-04-05 → 2026-05-11
    Mariner
    Indianapolis, IN
  • 2021-06-15 → 2022-03-23
    Column Capital Advisors, Llc
    Indianapolis, IN
  • 2021-03-23 → 2021-06-08
    Facet
    West Palm Beach, FL
    Westfield, IN
  • 2019-02-13 → 2021-03-19
    Column Capital Advisors, Llc
    Indianapolis, IN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-02-01
S63 Uniform Securities Agent State Law Examination 2017-09-30
  • S65 Uniform Investment Adviser Law Examination
    2019-02-01
  • S63 Uniform Securities Agent State Law Examination
    2017-09-30
Designations
Other Names
  • Jordan Crabb

View on SEC IAPD

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FRANK P ECHELMEYER
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Other Offices

CAMELOT EVENT-DRIVEN ADVISORS, LLC · MAUMEE, OH
THE RETIREMENT GUYS FORMULA · MAUMEE, OH
CAMELOT PORTFOLIOS, LLC · MAUMEE, OH
ATLANTIS WEALTH ADVISORS LLC · MAUMEE, OH
MUNN WEALTH MANAGEMENT, LLC · MAUMEE, OH
PATRIOT WEALTH PLANNERS LLC · MAUMEE, OH
BLACKRIDGE ASSET MANAGEMENT, LLC · Maumee, OH
OSAIC WEALTH, INC. · MAUMEE, OH

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