Jordan Arnold has been an investment adviser representative at Instrumental Wealth since March 2021, and is not listed among the firm’s executive officers or direct owners. Jordan Arnold holds a Finance degree from the University of Central Florida.
Instrumental Wealth, LLC is a Tampa, FL firm with $508M under management, 573 clients and 5 advisers across 2 offices, as of its March 2026 filing.
Jordan Arnold is Lead Advisor at Instrumental Wealth, LLC, based in Tampa, FL. He has worked in the financial planning industry since graduating college in 2014, advising clients on personal financial planning, business planning, long-term care planning and retirement planning.
Jordan Arnold’s longest registration is the current one, 5 years at Instrumental Wealth since 2021. Before joining Instrumental Wealth in 2021, Jordan Arnold was registered through Northwestern Mutual Investment Services,llc.
- Instrumental Wealth, LLCCurrent– present · 5 yearsTampa, FL · Adviser representative · Firm CRD 310788
- Northwestern Mutual Investment Services,llc– · 5 yearsSt Petersburg, FL · Adviser representative · Firm CRD 2881
Professional designations
Listed by Instrumental Wealth
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Jordan Arnold is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from March 2021; the most recent is Texas, in December 2025.
- FloridaSince 24 March 2021
- TexasResidentSince 4 December 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 15 July 2015 |
| Series 63 | Uniform Securities Agent State Law Examination | 8 September 2014 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 31 July 2014 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Jordan Joseph Arnold
- CRD
- 6330949
- Firm
- Instrumental Wealth · CRD 310788
- Office
- 1 N DALE MABRY HWY., STE #1000, Tampa, FL 33609
- Registration
- Investment adviser registration
- In the industry since
- September 2014
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- instrumentalwealth.com
Where does Jordan Arnold work?
Jordan Arnold is an investment adviser representative registered through Instrumental Wealth, LLC since March 2021, and is not listed among the firm’s executive officers or direct owners.
Is Jordan Arnold a financial advisor?
Yes. Jordan Arnold has a current investment-adviser registration in Florida and Texas, through Instrumental Wealth since March 2021.
How many years of experience does Jordan Arnold have?
Jordan Arnold has 12 years in the financial industry, since September 2014, across 2 adviser firms.
What exams has Jordan Arnold passed?
Jordan Arnold has passed 3 licensing exams: the Series 6, Series 63 and Series 65. The earliest, the Series 6, was passed in July 2014. FINRA credited Jordan Arnold with the SIE, which began in October 2018.
Where did Jordan Arnold work before Instrumental Wealth?
Before Instrumental Wealth, Jordan Arnold was registered through Northwestern Mutual Investment Services,llc, July 2015 to February 2021.
Where is Jordan Arnold based?
Jordan Arnold’s registered office is in Tampa, FL.
Is Jordan Arnold registered with FINRA?
No. Jordan Arnold has no current broker registration.
Is Jordan Arnold a CFP?
Instrumental Wealth lists Jordan Arnold with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Jordan Arnold’s record?
Search CRD 6330949 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jordan Arnold’s full registration record.
