Jordan Robert Gilberti

Current Employers

Employment History

• 09/2014 → 05/2018
  Rutgers University
  New Brunswick, NJ
• 05/2018 → 05/2019
  International Planning Alliance, Llc
  Shrewsbury, NJ
• 05/2019 → 03/2021
  Family Focus Financial Group
  Wall, NJ
• 04/2021 → 10/2024
  Facet Wealth
  Baltimore, MD
• 10/2024 → Present
  Core Planning
  Ofallon, MO
• 01/2025 → Present
  Ontrail, Inc.
  Tampa, FL
• 07/2025 → Present
  Newretirement Advisors Llc D/B/A Boldin Advisors
  Hillsborough, NJ

Previous Registrations

• 2021-04-23 → 2024-10-11
  Facet
  West Palm Beach, FL
  Brick, NJ
  Morristown, NJ
  Brick, NJ
• 2019-06-17 → 2021-06-08
  Ae Wealth Management, Llc
  Wall, NJ
• 2019-02-21 → 2019-05-21
  Park Avenue Securities Llc
  Shrewsbury, NJ

Other Businesses

1) Jordan Gilberti is dually registered with NewRetirement Advisors LLC d/b/a Boldin Advisors ("Boldin Advisors") and Core Planning ("Core Planning"). Mr. Gilberti has served as an investment advisor representative for Boldin Advisors since 07/2025 and as an investment advisor representative of Core Planning since 10/2024. Business is conducted from Tampa, FL 33602. Approximately 40% of Mr. Gilberti's time is for services as an investment advisor representative with Core Planning and approximately 50% of his time is for services as an investment advisor representative with Boldin Advisors. 2) Ontrail, Inc.; Investment-related; Tampa, FL 33602; Consulting for financial planning firm; Senior Planner; Conduct introductory calls with clients, build out initial financial plans for clients, and respond to any client inquiries; Approx. 10% of time during the month.

Exams

• S66 Uniform Combined State Law Examination
  2019-01-25

Designations

Other Names

• Jordan Gilberti