Inactive

Jordan Slingo

Mt Pleasant, SC

CRD 7305264

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Employer firm

Elwood & Goetz CRD 154839

$1.07B regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Pension consulting

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

Current Employers

Elwood & Goetz

687 S Milledge Ave, Athens, GA 30605 • United States

Current Registrations

Authority	Category	Status	Date
SC	RA	APPROVED	2026-06-12
GA	RA	APPROVED	2021-06-04

SC RA
APPROVED

Since 2026-06-12
GA RA
APPROVED

Since 2021-06-04

Branch Locations

75 Port City Landing Suite 110, Mt Pleasant, SC 29464 • United States

4850 Tamiami Trail North Suite 301, Naples, FL 34103 • United States

687 S Milledge Ave, Athens, GA 30605 • 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

Organization	City	State	From	To
Intrepid Capital Management	Jacksonville Beach	FL	04/2011	01/2020
Elwood & Goetz Wealth Advisory Group, Llc	Athens	GA	02/2020	Present
Elwood & Goetz	Athens	GA	02/2020	Present

04/2011 → 01/2020

Intrepid Capital Management

Jacksonville Beach, FL
02/2020 → Present

Elwood & Goetz Wealth Advisory Group, Llc

Athens, GA
02/2020 → Present

Elwood & Goetz

Athens, GA

Designations

Certified Financial Planner

View on SEC IAPD

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