Jordan Lindsay has been an investment adviser representative at Reach Wealth Management since February 2025, and is not listed among the firm’s executive officers or direct owners. Jordan Lindsay holds a Bachelor's degree from Weber State University. Jordan Lindsay studied at Utah Tech University.
Reach Wealth Management LLC is a St. George, UT firm with $185M under management, 230 clients and 4 advisers in one office, as of its May 2026 filing.
Jordan Lindsay is Financial Advisor of Statera Wealth. He has over 10 years of experience in the financial service industry and helps individuals and families transition into new phases of life, especially the transition into retirement.
Jordan Lindsay’s longest registration was 5 years at Trek Financial (2019–2025). Before joining Reach Wealth Management in 2025, Jordan Lindsay was registered through Trek Financial and Wells Fargo Clearing Services, LLC.
- Statera Wealth ManagementCurrent– present · 1 yearSt. George, UT · Adviser representative · Firm CRD 333710
- Trek Financial– · 5 yearsSt. George, UT · Adviser representative · Firm CRD 109376
- Wells Fargo Clearing Services, LLC– · under a yearSaint George, UT · Adviser representative · Firm CRD 19616
Investment adviser representative registrations
Jordan Lindsay is registered as an investment adviser representative in Utah, since February 2025.
- UtahSince 25 February 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 24 September 2018 |
| Series 63 | Uniform Securities Agent State Law Examination | 18 October 2016 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 7 October 2016 |
- 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 Michael Lindsay
- CRD
- 6693819
- Firm
- Reach Wealth Management · CRD 333710
- Office
- 912 W. 1600 S., ST. B201, St. George, UT 84770
- Registration
- Investment adviser registration
- In the industry since
- October 2016
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- staterawealth.com
Where does Jordan Lindsay work?
Jordan Lindsay is an investment adviser representative registered through Reach Wealth Management LLC since February 2025, and is not listed among the firm’s executive officers or direct owners.
Is Jordan Lindsay a financial advisor?
Yes. Jordan Lindsay has a current investment-adviser registration in Utah, through Reach Wealth Management since February 2025.
How many years of experience does Jordan Lindsay have?
Jordan Lindsay has 10 years in the financial industry, since October 2016, across 3 adviser firms.
What exams has Jordan Lindsay passed?
Jordan Lindsay has passed 3 licensing exams: the Series 6, Series 63 and Series 65. The earliest, the Series 6, was passed in October 2016. FINRA credited Jordan Lindsay with the SIE, which began in October 2018.
Where did Jordan Lindsay work before Reach Wealth Management?
Before Reach Wealth Management, Jordan Lindsay was registered through Wells Fargo Clearing Services, LLC, September 2018 to June 2019.
Where is Jordan Lindsay based?
Jordan Lindsay’s registered office is in St. George, UT.
Is Jordan Lindsay registered with FINRA?
No. Jordan Lindsay has no current broker registration.
How can I verify Jordan Lindsay’s record?
Search CRD 6693819 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jordan Lindsay’s full registration record.
