Jordan Mary Bolebruch

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 05/2016 → 02/2018
  Citigroup
  New York, NY
• 03/2018 → 10/2019
  Facebook
  New York, NY
• 10/2019 → 12/2023
  Tryde App
  New York, NY
• 09/2020 → 12/2021
  Fortress Investment Group
  New York, NY
• 06/2022 → 03/2024
  Svb Capital
  New York, NY
• 03/2024 → 12/2025
  Self-Employed
  New York, NY
• 01/2026 → 05/2026
  Cetera Wealth Services, Llc
  El Segundo, CA
• 05/2026 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 01/2026 → Present
  North Ridge Wealth Planning Llc
  Garden City, NY
• 07/2026 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2016-05-12 → 2018-03-16
  Citigroup Global Markets Inc.
  New York, NY
  New York, NY
  Greenwich, CT
  Tampa, FL
  Washington, DC
  Washington, DC
  New York, NY

Other Businesses

1. NAME OF OTHER BUSINESS: NORTH RIDGE WEALTH PLANNING LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: DBA FOR FINANCIAL SERVICES START DATE: 01/2026 POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: FINANCIAL SERVICES, WEALTH MANAGEMENT;

Exams

• S66 Uniform Combined State Law Examination
  2026-07-18
• S65 Uniform Investment Adviser Law Examination
  2016-05-10
• S63 Uniform Securities Agent State Law Examination
  2012-09-13