Jordan Richard Collins

Current Employers

Employment History

• 06/2009 → 04/2017
  Morgan Stanley Smith Barney
  Salt Lake City, UT
• 01/2015 → 04/2017
  Morgan Stanley Private Bank, National Association
  New York, NY
• 04/2017 → 08/2024
  Divergent Wealth Advisors, Llc
  Midvale, UT
• 04/2017 → 02/2020
  Purshe Kaplan Sterling Investments
  Albany, NY
• 05/2022 → 11/2023
  Dc Fof 2 Gp, Llc
  South Jordan, UT
• 05/2022 → 11/2023
  Dc Fof 3 Gp, Llc
  South Jordan, UT
• 11/2023 → 10/2025
  Nfp Retirement, Inc.
  Aliso Viejo, CA
• 10/2025 → Present
  Wealthspire Retirement Advisory
  Aliso Viejo, CA

Previous Registrations

• 2017-04-21 → 2024-09-30
  Divergent Wealth Advisors, Llc
  South Jordan, UT
• 2009-06-01 → 2017-04-24
  Morgan Stanley
  Salt Lake City, UT
  Holladay, UT
• 2007-04-16 → 2009-06-01
  Citigroup Global Markets Inc.
  Salt Lake City, UT

Other Businesses

1) Jordan Collins is separately licensed as an independent insurance agent. In this capacity, he can effect transactions in insurance products for his clients and earn commissions for these activities. The fees you pay our firm for advisory services are separate and distinct from the commissions earned by Mr. Collins for insurance-related activities. This presents a conflict of interest because Mr. Collins may have an incentive to recommend insurance products to you for the purpose of generating commissions rather than solely based on your needs. However, you are under no obligation, contractually or otherwise, to purchase insurance products through any person affiliated with our firm. 2) RSCU Services, LLC. Sits on Board of Directors, Alpine, Utah. Consults on various high topics and strategies 1 hour per month. Start date 11/22/2023.

Exams

• S66 Uniform Combined State Law Examination
  2007-04-05

Designations

Other Names

• Jordan Collins