Unclaimed Profile

Jordie Elizabeth Czapinski

INTELLIGENCE DRIVEN ADVISERS, LLC·CARLSBAD, California

SIE, Series 7, Series 66Clean record17 years registeredINTELLIGENCE DRIVEN ADVISERS, LLC

2792 GATEWAY ROAD, CARLSBAD, CA 92009CRD# 5304232Firm CRD# 299589

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jordie Elizabeth Czapinski · CARLSBAD, CA

Registration

CRD #5304232 · INTELLIGENCE DRIVEN ADVISERS, LLC · 17 years registered

Brand Profile

Not yet started

Career History

INTELLIGENCE DRIVEN ADVISERS, LLC

Jan 2019 – present

LABRUM WEALTH MANAGEMENT, LLC

Sep 2010 – Mar 2019

CARLSBAD, CA

MORGAN STANLEY SMITH BARNEY LLC

Jun 2009 – Sep 2009

RANCHO BERNARDO, CA

CITIGROUP GLOBAL MARKETS INC.

Apr 2009 – Jun 2009

RANCHO BERNARDO, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · April 20, 2009

Years registered · 17

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

INTELLIGENCE DRIVEN ADVISERS, LLC

CRD 299589 · SEC 801-114418

AUM

$978M

Regulatory assets under management

Employees

1,002 client accounts

Services offered by INTELLIGENCE DRIVEN ADVISERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at INTELLIGENCE DRIVEN ADVISERS, LLC →

Introduction

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Frequently Asked Questions

What services does Jordie Elizabeth Czapinski offer?

Jordie Elizabeth Czapinski specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CARLSBAD, California for a consultation.

What are Jordie Elizabeth Czapinski's credentials?

Jordie Elizabeth Czapinski is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jordie Elizabeth Czapinski located?

Jordie Elizabeth Czapinski is based in CARLSBAD, California, working with INTELLIGENCE DRIVEN ADVISERS, LLC. Their office serves clients in the CARLSBAD metropolitan area and surrounding communities.

How does Jordie Elizabeth Czapinski charge for services?

Jordie Elizabeth Czapinski'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 INTELLIGENCE DRIVEN ADVISERS, LLC?

INTELLIGENCE DRIVEN ADVISERS, LLC has approximately 17 employees and manages $978M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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