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Jeffrey D Matchett Robles

GORDIAN ADVISORS, LLC·TUCSON, Arizona
Series 65Clean record5 years registeredGORDIAN ADVISORS, LLC
2200 E. RIVER RD., TUCSON, AZ 85718-6516CRD# 5294786Firm CRD# 121362

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeffrey D Matchett Robles · TUCSON, AZ
Registration
CRD #5294786 · GORDIAN ADVISORS, LLC · 5 years registered
Brand Profile
Not yet started
01

Career History

GORDIAN ADVISORS, LLC
Nov 2020 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · November 20, 2020
Years registered · 5
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
GORDIAN ADVISORS, LLC
CRD 121362 · SEC 801-115049
AUM
$216M
Regulatory assets under management
Employees
3
328 client accounts
Services offered by GORDIAN ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at GORDIAN ADVISORS, LLC →
Introduction

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05

Frequently Asked Questions

What services does Jeffrey D Matchett Robles offer?
Jeffrey D Matchett Robles specializes in Financial Planning, Investment Management. Contact their office in TUCSON, Arizona for a consultation.
What are Jeffrey D Matchett Robles's credentials?
Jeffrey D Matchett Robles is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey D Matchett Robles located?
Jeffrey D Matchett Robles is based in TUCSON, Arizona, working with GORDIAN ADVISORS, LLC. Their office serves clients in the TUCSON metropolitan area and surrounding communities.
How does Jeffrey D Matchett Robles charge for services?
Jeffrey D Matchett Robles's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GORDIAN ADVISORS, LLC?
GORDIAN ADVISORS, LLC has approximately 3 employees and manages $216M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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