Unclaimed Profile

Bjorn Jordan

CL WEALTH MANAGEMENT LLC·SCHAUMBURG, Illinois

SIE, Series 7, Series 14, Series 24, Series 52TO, Series 53, Series 63, Series 66, Series 79TO, Series 99TOClean record18 years registeredCL WEALTH MANAGEMENT LLC

425 N. MARTINGALE RD., SCHAUMBURG, IL 60173CRD# 4366435Firm CRD# 134922

Profile Verification

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

Identity

Bjorn Jordan · SCHAUMBURG, IL

Registration

CRD #4366435 · CL WEALTH MANAGEMENT LLC · 18 years registered

Brand Profile

Not yet started

Career History

CL WEALTH MANAGEMENT LLC

Jun 2019 – present

CABOT LODGE SECURITIES LLC

May 2019 – present

SANDLAPPER WEALTH MANAGEMENT, LLC

Jan 2008 – Dec 2020

GREENVILLE, SC

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 14

Series 24

Series 52TO

Series 53

Series 63

Series 66

Series 79TO

Series 99TO

Registration record

First registered · January 16, 2008

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CL WEALTH MANAGEMENT LLC

CRD 134922 · SEC 801-72701

AUM

$533M

Regulatory assets under management

Employees

2,003 client accounts

Services offered by CL WEALTH MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

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 CL WEALTH MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Bjorn Jordan offer?

Bjorn Jordan specializes in Financial Planning, Investment Management. Contact their office in SCHAUMBURG, Illinois for a consultation.

What are Bjorn Jordan's credentials?

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

Where is Bjorn Jordan located?

Bjorn Jordan is based in SCHAUMBURG, Illinois, working with CL WEALTH MANAGEMENT LLC. Their office serves clients in the SCHAUMBURG metropolitan area and surrounding communities.

How does Bjorn Jordan charge for services?

Bjorn Jordan's firm is compensated through percentage of aum, hourly charges, subscription fees, other: third party advisory fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CL WEALTH MANAGEMENT LLC?

CL WEALTH MANAGEMENT LLC has approximately 44 employees and manages $533M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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