Unclaimed Profile

Jordan Melissa Floriani

AFFINITY INVESTMENT ADVISORS, LLC·IRVINE, California

Series 7, Series 66Clean record21 years registeredAFFINITY INVESTMENT ADVISORS, LLC

18111 VON KARMAN AVE, IRVINE, CA 92612CRD# 2579621Firm CRD# 108278

Profile Verification

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

Identity

Jordan Melissa Floriani · IRVINE, CA

Registration

CRD #2579621 · AFFINITY INVESTMENT ADVISORS, LLC · 21 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: AFFINITY INVESTMENT ADVISORS, LLC

AFFINITY INVESTMENT ADVISORS, LLC

Oct 2004 – Oct 2017

Newport Beach, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · October 13, 2004

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

AFFINITY INVESTMENT ADVISORS, LLC

CRD 108278 · SEC 801-42015

AUM

$938M

Regulatory assets under management

Employees

77 client accounts

Services offered by AFFINITY INVESTMENT ADVISORS, LLC

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

View all advisors at AFFINITY INVESTMENT ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Jordan Melissa Floriani offer?

Jordan Melissa Floriani specializes in Investment Management, Wealth Management.

What are Jordan Melissa Floriani's credentials?

Jordan Melissa Floriani is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jordan Melissa Floriani located?

Jordan Melissa Floriani is based in IRVINE, California, last registered with AFFINITY INVESTMENT ADVISORS, LLC.

How does Jordan Melissa Floriani charge for services?

Jordan Melissa Floriani's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is AFFINITY INVESTMENT ADVISORS, LLC?

AFFINITY INVESTMENT ADVISORS, LLC has approximately 8 employees and manages $938M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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